AHLYX Mutual Fund

NAV$10.47

Returns Overview

1 Month
-0.29%
3 Months
+2.64%
6 Months
+10.78%
YTD
+9.39%
1 Year
+25.79%
3 Years (annualized)
+3.84%
5 Years (annualized)
+4.60%
10 Years (annualized)
+5.19%

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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+9.39%
Peer Avg (YTD)
+1.29%
vs Peers
+8.10%

AHLYX Mutual Fund Performance

AHLYX performance across multiple time periods: 1-month -0.29%, YTD 9.39%, 1-year 25.79%, 3-year 3.84%, 5-year 4.60%, 10-year 5.19%.

AHLYX returns outperform the peer average of 1.29% YTD. With an expense ratio of 1.67%, investors should weigh costs against performance when evaluating this mutual fund.

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