AHTIX Mutual Fund

AHTIX Mutual Fund

NAV$11.57
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Returns Overview

1 Month
-1.04%
3 Months
+0.26%
6 Months
+1.42%
YTD
+7.12%
1 Year
+18.59%
3 Years (annualized)
+8.60%
5 Years (annualized)
+3.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AHTIX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+7.12%
Peer Avg (YTD)
+2.39%
vs Peers
+4.73%

AHTIX Mutual Fund Performance

AHTIX performance across multiple time periods: 1-month -1.04%, YTD 7.12%, 1-year 18.59%, 3-year 8.60%, 5-year 3.79%.

AHTIX returns outperform the peer average of 2.39% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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