AHIVX Mutual Fund

AHIVX Mutual Fund

NAV$8.63
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Returns Overview

1 Month
-0.23%
3 Months
+0.37%
6 Months
+0.96%
YTD
+1.40%
1 Year
+5.14%
3 Years (annualized)
+7.78%
5 Years (annualized)
+3.79%
10 Years (annualized)
+5.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AHIVX 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)
+1.40%
Peer Avg (YTD)
+0.12%
vs Peers
+1.28%

AHIVX Mutual Fund Performance

AHIVX performance across multiple time periods: 1-month -0.23%, YTD 1.40%, 1-year 5.14%, 3-year 7.78%, 5-year 3.79%, 10-year 5.39%.

AHIVX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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