AAHTX Mutual Fund

AAHTX Mutual Fund

NAV$26.68
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Returns Overview

1 Month
+0.50%
3 Months
+13.77%
6 Months
+10.43%
YTD
+9.65%
1 Year
+19.97%
3 Years (annualized)
+17.33%
5 Years (annualized)
+9.17%
10 Years (annualized)
+11.82%

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)
+9.65%
Peer Avg (YTD)
+7.64%
vs Peers
+2.01%

AAHTX Mutual Fund Performance

AAHTX performance across multiple time periods: 1-month 0.50%, YTD 9.65%, 1-year 19.97%, 3-year 17.33%, 5-year 9.17%, 10-year 11.82%.

AAHTX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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