AHMFX Mutual Fund

NAV$15.27

Returns Overview

1 Month
+1.24%
3 Months
+3.19%
6 Months
+3.38%
YTD
+3.38%
1 Year
+8.51%
3 Years (annualized)
+6.10%
5 Years (annualized)
+1.98%
10 Years (annualized)
+3.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AHMFX 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
Bloomberg High Yield Municipal Bond Index(^BBGHYMBI)
This Mutual Fund (YTD)
+3.38%
Peer Avg (YTD)
+1.79%
vs Peers
+1.60%

AHMFX Mutual Fund Performance

AHMFX performance across multiple time periods: 1-month 1.24%, YTD 3.38%, 1-year 8.51%, 3-year 6.10%, 5-year 1.98%, 10-year 3.52%.

AHMFX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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