AHMAX Mutual Fund

AHMAX Mutual Fund

NAV$9.92
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Returns Overview

1 Month
-1.16%
3 Months
+6.54%
6 Months
+11.39%
YTD
+1.18%
1 Year
+1.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AHMAX 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

This Mutual Fund (YTD)
+1.18%
Peer Avg (YTD)
+7.23%
vs Peers
-6.05%

AHMAX Mutual Fund Performance

AHMAX performance across multiple time periods: 1-month -1.16%, YTD 1.18%, 1-year 1.33%.

AHMAX returns trail the peer average of 7.23% YTD. With an expense ratio of 1.56%, investors should weigh costs against performance when evaluating this mutual fund.

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