AHSAX Mutual Fund

AHSAX Mutual Fund

NAV$30.08
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Returns Overview

1 Month
+8.24%
3 Months
+22.32%
6 Months
+21.62%
YTD
+22.43%
1 Year
+53.04%
3 Years (annualized)
+10.00%
5 Years (annualized)
+0.15%
10 Years (annualized)
+10.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AHSAX 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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+22.43%
Peer Avg (YTD)
+6.74%
vs Peers
+15.69%

AHSAX Mutual Fund Performance

AHSAX performance across multiple time periods: 1-month 8.24%, YTD 22.43%, 1-year 53.04%, 3-year 10.00%, 5-year 0.15%, 10-year 10.22%.

AHSAX returns outperform the peer average of 6.74% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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