AHLPX Mutual Fund

AHLPX Mutual Fund

NAV$10.54
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Returns Overview

1 Month
-0.19%
3 Months
+1.28%
6 Months
+4.57%
YTD
+10.52%
1 Year
+26.63%
3 Years (annualized)
+3.78%
5 Years (annualized)
+4.35%
10 Years (annualized)
+4.43%

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)
+10.52%
Peer Avg (YTD)
+1.55%
vs Peers
+8.97%

AHLPX Mutual Fund Performance

AHLPX performance across multiple time periods: 1-month -0.19%, YTD 10.52%, 1-year 26.63%, 3-year 3.78%, 5-year 4.35%, 10-year 4.43%.

AHLPX returns outperform the peer average of 1.55% 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.