AHTIX Mutual Fund

AHTIX Mutual Fund

NAV$11.70
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Returns Overview

1 Month
-0.52%
3 Months
+4.05%
6 Months
+8.24%
YTD
+8.24%
1 Year
+20.17%
3 Years (annualized)
+10.15%
5 Years (annualized)
+5.09%

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)
+8.24%
Peer Avg (YTD)
+3.47%
vs Peers
+4.77%

AHTIX Mutual Fund Performance

AHTIX performance across multiple time periods: 1-month -0.52%, YTD 8.24%, 1-year 20.17%, 3-year 10.15%, 5-year 5.09%.

AHTIX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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