AAHYX Mutual Fund

NAV$15.21

Returns Overview

1 Month
+0.27%
3 Months
+4.16%
6 Months
+3.54%
YTD
+3.40%
1 Year
-45.49%
3 Years (annualized)
-14.11%
5 Years (annualized)
-9.97%
10 Years (annualized)
-2.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAHYX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US High Yield Ba/B 2% Issuer Capped Index
This Mutual Fund (YTD)
+3.40%
Peer Avg (YTD)
+4.14%
vs Peers
-0.74%

AAHYX Mutual Fund Performance

AAHYX performance across multiple time periods: 1-month 0.27%, YTD 3.40%, 1-year -45.49%, 3-year -14.11%, 5-year -9.97%, 10-year -2.05%.

AAHYX returns trail the peer average of 4.14% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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