AHSAX Mutual Fund

AHSAX Mutual Fund

NAV$30.57
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Returns Overview

1 Month
+2.45%
3 Months
+10.10%
6 Months
+34.67%
YTD
+34.79%
1 Year
+44.42%
3 Years (annualized)
+18.78%
5 Years (annualized)
+5.31%
10 Years (annualized)
+17.43%

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)
+34.79%
Peer Avg (YTD)
+12.41%
vs Peers
+22.38%

AHSAX Mutual Fund Performance

AHSAX performance across multiple time periods: 1-month 2.45%, YTD 34.79%, 1-year 44.42%, 3-year 18.78%, 5-year 5.31%, 10-year 17.43%.

AHSAX returns outperform the peer average of 12.41% 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.