AHLYX Mutual Fund

AHLYX Mutual Fund

NAV$10.74
See how much of AHLYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

3 Months
+1.35%
6 Months
+4.80%
YTD
+10.78%
1 Year
+27.06%
3 Years (annualized)
+4.08%
5 Years (annualized)
+4.65%
10 Years (annualized)
+4.75%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+10.78%
Peer Avg (YTD)
+1.55%
vs Peers
+9.23%

AHLYX Mutual Fund Performance

AHLYX performance across multiple time periods: YTD 10.78%, 1-year 27.06%, 3-year 4.08%, 5-year 4.65%, 10-year 4.75%.

AHLYX returns outperform the peer average of 1.55% 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.