APHXX Mutual Fund

APHXX Mutual Fund

NAV$1.00
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Returns Overview

1 Month
+0.29%
3 Months
+0.87%
6 Months
+1.73%
YTD
+2.59%
1 Year
+3.54%
3 Years (annualized)
+4.24%
5 Years (annualized)
+3.37%
10 Years (annualized)
+2.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APHXX 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
ICE BofA Merrill Lynch 1-5 Year US Corporate/Government Index(^ICEBAMLYUSCGI)
This Mutual Fund (YTD)
+2.59%
Peer Avg (YTD)
+2.36%
vs Peers
+0.24%

APHXX Mutual Fund Performance

APHXX performance across multiple time periods: 1-month 0.29%, YTD 2.59%, 1-year 3.54%, 3-year 4.24%, 5-year 3.37%, 10-year 2.01%.

APHXX returns outperform the peer average of 2.36% YTD. With an expense ratio of 0.27%, investors should weigh costs against performance when evaluating this mutual fund.

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