APHSX Mutual Fund

APHSX Mutual Fund

NAV$39.91
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Returns Overview

1 Month
-4.24%
3 Months
-9.70%
6 Months
+13.88%
YTD
+9.37%
1 Year
+14.61%
3 Years (annualized)
+13.61%
5 Years (annualized)
+0.02%
10 Years (annualized)
+11.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APHSX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+9.37%
Peer Avg (YTD)
+10.34%
vs Peers
-0.97%

APHSX Mutual Fund Performance

APHSX performance across multiple time periods: 1-month -4.24%, YTD 9.37%, 1-year 14.61%, 3-year 13.61%, 5-year 0.02%, 10-year 11.35%.

APHSX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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