AHSCX Mutual Fund

NAV$17.19

Returns Overview

1 Month
+10.23%
3 Months
+16.47%
6 Months
+11.96%
YTD
+12.69%
1 Year
+34.86%
3 Years (annualized)
+5.95%
5 Years (annualized)
-1.60%
10 Years (annualized)
+9.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AHSCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.69%
Peer Avg (YTD)
+7.57%
vs Peers
+5.12%

AHSCX Mutual Fund Performance

AHSCX performance across multiple time periods: 1-month 10.23%, YTD 12.69%, 1-year 34.86%, 3-year 5.95%, 5-year -1.60%, 10-year 9.30%.

AHSCX returns outperform the peer average of 7.57% YTD. With an expense ratio of 1.96%, investors should weigh costs against performance when evaluating this mutual fund.

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