AHLPX Mutual Fund

AHLPX Mutual Fund

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Returns Overview

1 Month
+2.43%
3 Months
+2.03%
6 Months
+2.63%
YTD
+13.20%
1 Year
+26.82%
3 Years (annualized)
+6.04%
5 Years (annualized)
+5.00%
10 Years (annualized)
+4.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AHLPX 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)
+13.20%
Peer Avg (YTD)
+2.10%
vs Peers
+11.10%

AHLPX Mutual Fund Performance

AHLPX performance across multiple time periods: 1-month 2.43%, YTD 13.20%, 1-year 26.82%, 3-year 6.04%, 5-year 5.00%, 10-year 4.91%.

AHLPX returns outperform the peer average of 2.10% YTD. With an expense ratio of 1.93%, investors should weigh costs against performance when evaluating this mutual fund.

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