APHRX Mutual Fund

APHRX Mutual Fund

NAV$35.91
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Returns Overview

1 Month
-4.54%
3 Months
-4.29%
6 Months
+7.62%
YTD
+2.14%
1 Year
+0.79%
3 Years (annualized)
+13.47%
5 Years (annualized)
+3.09%
10 Years (annualized)
+11.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APHRX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+2.14%
Peer Avg (YTD)
+8.68%
vs Peers
-6.54%

APHRX Mutual Fund Performance

APHRX performance across multiple time periods: 1-month -4.54%, YTD 2.14%, 1-year 0.79%, 3-year 13.47%, 5-year 3.09%, 10-year 11.33%.

APHRX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

APHRX vs another fund shows side-by-side returns. APHRX alternatives are available in the Mutual Fund Screener.