AHSZX Mutual Fund

AHSZX Mutual Fund

NAV$29.68
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Returns Overview

1 Month
+10.38%
3 Months
+16.85%
6 Months
+12.63%
YTD
+13.35%
1 Year
+36.48%
3 Years (annualized)
+7.20%
5 Years (annualized)
-0.47%
10 Years (annualized)
+10.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AHSZX 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)
+13.35%
Peer Avg (YTD)
+7.57%
vs Peers
+5.78%

AHSZX Mutual Fund Performance

AHSZX performance across multiple time periods: 1-month 10.38%, YTD 13.35%, 1-year 36.48%, 3-year 7.20%, 5-year -0.47%, 10-year 10.55%.

AHSZX returns outperform the peer average of 7.57% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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