AHDCX Mutual Fund

AHDCX Mutual Fund

NAV$5.16
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Returns Overview

1 Month
-0.29%
3 Months
+0.43%
6 Months
+1.41%
YTD
+1.85%
1 Year
+5.33%
3 Years (annualized)
+6.32%
5 Years (annualized)
+2.01%
10 Years (annualized)
+3.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AHDCX 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
Bloomberg Barclays US High Yield 2% Issuer Cap Index(^BBUHYIC)
This Mutual Fund (YTD)
+1.85%
Peer Avg (YTD)
+0.12%
vs Peers
+1.73%

AHDCX Mutual Fund Performance

AHDCX performance across multiple time periods: 1-month -0.29%, YTD 1.85%, 1-year 5.33%, 3-year 6.32%, 5-year 2.01%, 10-year 3.23%.

AHDCX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.69%, investors should weigh costs against performance when evaluating this mutual fund.

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