AHACX Mutual Fund

AHACX Mutual Fund

NAV$11.38
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Returns Overview

1 Month
-1.15%
3 Months
-0.09%
6 Months
+0.63%
YTD
+6.18%
1 Year
+16.95%
3 Years (annualized)
+7.26%
5 Years (annualized)
+2.60%

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)
+6.18%
Peer Avg (YTD)
+2.39%
vs Peers
+3.79%

AHACX Mutual Fund Performance

AHACX performance across multiple time periods: 1-month -1.15%, YTD 6.18%, 1-year 16.95%, 3-year 7.26%, 5-year 2.60%.

AHACX returns outperform the peer average of 2.39% 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.