AAHTX Mutual Fund

AAHTX Mutual Fund

NAV$26.55
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Returns Overview

1 Month
-1.37%
3 Months
+3.30%
6 Months
+6.08%
YTD
+8.15%
1 Year
+17.52%
3 Years (annualized)
+15.72%
5 Years (annualized)
+8.70%
10 Years (annualized)
+11.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAHTX 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 ex US Index
This Mutual Fund (YTD)
+8.15%
Peer Avg (YTD)
+6.99%
vs Peers
+1.16%

AAHTX Mutual Fund Performance

AAHTX performance across multiple time periods: 1-month -1.37%, YTD 8.15%, 1-year 17.52%, 3-year 15.72%, 5-year 8.70%, 10-year 11.28%.

AAHTX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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