AHACX Mutual Fund

AHACX Mutual Fund

NAV$10.87
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Returns Overview

1 Month
-0.18%
3 Months
-2.15%
6 Months
-2.24%
YTD
+3.90%
1 Year
+4.49%
3 Years (annualized)
+8.69%
5 Years (annualized)
+2.08%

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
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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 World Index(MDWO)
This Mutual Fund (YTD)
+3.90%
Peer Avg (YTD)
+3.99%
vs Peers
-0.09%

AHACX Mutual Fund Performance

AHACX performance across multiple time periods: 1-month -0.18%, YTD 3.90%, 1-year 4.49%, 3-year 8.69%, 5-year 2.08%.

AHACX returns trail the peer average of 3.99% YTD. With an expense ratio of 2.29%, investors should weigh costs against performance when evaluating this mutual fund.

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