AHLIX Mutual Fund

AHLIX Mutual Fund

NAV$10.63
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Returns Overview

1 Month
-2.66%
3 Months
+3.98%
6 Months
+5.37%
YTD
+13.78%
1 Year
+19.69%
3 Years (annualized)
+5.57%
5 Years (annualized)
+5.40%
10 Years (annualized)
+5.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AHLIX 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
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📉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)
+13.78%
Peer Avg (YTD)
+2.25%
vs Peers
+11.53%

AHLIX Mutual Fund Performance

AHLIX performance across multiple time periods: 1-month -2.66%, YTD 13.78%, 1-year 19.69%, 3-year 5.57%, 5-year 5.40%, 10-year 5.85%.

AHLIX returns outperform the peer average of 2.25% YTD. With an expense ratio of 1.56%, investors should weigh costs against performance when evaluating this mutual fund.

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