AHIVX Mutual Fund

AHIVX Mutual Fund

NAV$8.29
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Returns Overview

1 Month
+0.22%
3 Months
-2.23%
6 Months
-1.87%
YTD
-0.87%
1 Year
+0.47%
3 Years (annualized)
+7.07%
5 Years (annualized)
+2.59%
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)
-0.87%
Peer Avg (YTD)
+1.93%
vs Peers
-2.79%

AHIVX Mutual Fund Performance

AHIVX performance across multiple time periods: 1-month 0.22%, YTD -0.87%, 1-year 0.47%, 3-year 7.07%, 5-year 2.59%, 10-year 5.39%.

AHIVX returns trail the peer average of 1.93% 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.