AHDCX Mutual Fund

AHDCX Mutual Fund

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Returns Overview

1 Month
+0.10%
3 Months
-1.86%
6 Months
-1.44%
YTD
-0.04%
1 Year
+1.09%
3 Years (annualized)
+6.20%
5 Years (annualized)
+1.17%
10 Years (annualized)
+2.41%

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
PROUpgrade to run
🏦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
ICE BofA US High Yield Constrained Index(ICEBOFAUHYCI)
This Mutual Fund (YTD)
-0.04%
Peer Avg (YTD)
+1.93%
vs Peers
-1.97%

AHDCX Mutual Fund Performance

AHDCX performance across multiple time periods: 1-month 0.10%, YTD -0.04%, 1-year 1.09%, 3-year 6.20%, 5-year 1.17%, 10-year 2.41%.

AHDCX returns trail the peer average of 1.93% 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.