AHLCX Mutual Fund

AHLCX Mutual Fund

NAV$9.90
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Returns Overview

1 Month
-0.20%
3 Months
+1.03%
6 Months
+4.26%
YTD
+10.00%
1 Year
+25.80%
3 Years (annualized)
+3.05%
5 Years (annualized)
+3.63%
10 Years (annualized)
+4.10%

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)
+10.00%
Peer Avg (YTD)
+1.55%
vs Peers
+8.45%

AHLCX Mutual Fund Performance

AHLCX performance across multiple time periods: 1-month -0.20%, YTD 10.00%, 1-year 25.80%, 3-year 3.05%, 5-year 3.63%, 10-year 4.10%.

AHLCX returns outperform the peer average of 1.55% 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.