AHLYX Mutual Fund

AHLYX Mutual Fund

NAV$11.16
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Returns Overview

1 Month
+2.48%
3 Months
+2.19%
6 Months
+2.78%
YTD
+13.53%
1 Year
+27.22%
3 Years (annualized)
+6.37%
5 Years (annualized)
+5.31%
10 Years (annualized)
+5.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AHLYX 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)
+13.53%
Peer Avg (YTD)
+2.10%
vs Peers
+11.43%

AHLYX Mutual Fund Performance

AHLYX performance across multiple time periods: 1-month 2.48%, YTD 13.53%, 1-year 27.22%, 3-year 6.37%, 5-year 5.31%, 10-year 5.22%.

AHLYX returns outperform the peer average of 2.10% YTD. With an expense ratio of 1.67%, investors should weigh costs against performance when evaluating this mutual fund.

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