AHIAX Mutual Fund

AHIAX Mutual Fund

NAV$8.30
See how much of AHIAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.19%
3 Months
-2.27%
6 Months
-1.54%
YTD
-0.50%
1 Year
-0.31%
3 Years (annualized)
+6.84%
5 Years (annualized)
+2.25%
10 Years (annualized)
+5.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AHIAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA US High Yield Constrained Index(ICEBOFAUHYCI)
This Mutual Fund (YTD)
-0.50%
Peer Avg (YTD)
+1.93%
vs Peers
-2.43%

AHIAX Mutual Fund Performance

AHIAX performance across multiple time periods: 1-month 0.19%, YTD -0.50%, 1-year -0.31%, 3-year 6.84%, 5-year 2.25%, 10-year 5.13%.

AHIAX returns trail the peer average of 1.93% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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