AHIEX Mutual Fund

AHIEX Mutual Fund

NAV$8.29
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Returns Overview

1 Month
-0.36%
3 Months
-2.09%
6 Months
-1.79%
YTD
-0.61%
1 Year
+0.06%
3 Years (annualized)
+7.25%
5 Years (annualized)
+2.67%
10 Years (annualized)
+5.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AHIEX 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
ICE BofA US High Yield Constrained Index(ICEBOFAUHYCI)
This Mutual Fund (YTD)
-0.61%
Peer Avg (YTD)
+1.93%
vs Peers
-2.53%

AHIEX Mutual Fund Performance

AHIEX performance across multiple time periods: 1-month -0.36%, YTD -0.61%, 1-year 0.06%, 3-year 7.25%, 5-year 2.67%, 10-year 5.59%.

AHIEX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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