AHITX Mutual Fund

AHITX Mutual Fund

NAV$9.42
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Returns Overview

1 Month
-0.32%
3 Months
-2.03%
6 Months
-0.50%
YTD
+3.24%
1 Year
+5.48%
3 Years (annualized)
+14.94%
5 Years (annualized)
+10.00%
10 Years (annualized)
+11.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AHITX 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 US Corporate High Yield 2% Issuer Capped Bond Index
This Mutual Fund (YTD)
+3.24%
Peer Avg (YTD)
+1.93%
vs Peers
+1.31%

AHITX Mutual Fund Performance

AHITX performance across multiple time periods: 1-month -0.32%, YTD 3.24%, 1-year 5.48%, 3-year 14.94%, 5-year 10.00%, 10-year 11.33%.

AHITX returns outperform the peer average of 1.93% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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