AHACX Mutual Fund

NAV$11.42

Returns Overview

1 Month
-0.62%
3 Months
+3.67%
6 Months
+7.41%
YTD
+7.41%
1 Year
+18.54%
3 Years (annualized)
+8.79%
5 Years (annualized)
+3.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AHACX 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
PROUpgrade to run

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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+7.41%
Peer Avg (YTD)
+3.47%
vs Peers
+3.94%

AHACX Mutual Fund Performance

AHACX performance across multiple time periods: 1-month -0.62%, YTD 7.41%, 1-year 18.54%, 3-year 8.79%, 5-year 3.88%.

AHACX returns outperform the peer average of 3.47% YTD. With an expense ratio of 2.29%, investors should weigh costs against performance when evaluating this mutual fund.

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