AHLCX Mutual Fund

AHLCX Mutual Fund

NAV$10.50
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Returns Overview

1 Month
+2.45%
3 Months
+1.93%
6 Months
+2.24%
YTD
+12.70%
1 Year
+26.02%
3 Years (annualized)
+5.33%
5 Years (annualized)
+4.30%
10 Years (annualized)
+4.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AHLCX 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 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+12.70%
Peer Avg (YTD)
+2.10%
vs Peers
+10.60%

AHLCX Mutual Fund Performance

AHLCX performance across multiple time periods: 1-month 2.45%, YTD 12.70%, 1-year 26.02%, 3-year 5.33%, 5-year 4.30%, 10-year 4.17%.

AHLCX returns outperform the peer average of 2.10% YTD. With an expense ratio of 2.65%, investors should weigh costs against performance when evaluating this mutual fund.

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