AHTPX Mutual Fund

AHTPX Mutual Fund

NAV$11.62
See how much of AHTPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.04%
3 Months
+0.09%
6 Months
+0.98%
YTD
+6.65%
1 Year
+17.76%
3 Years (annualized)
+7.94%
5 Years (annualized)
+3.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AHTPX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+6.65%
Peer Avg (YTD)
+2.39%
vs Peers
+4.27%

AHTPX Mutual Fund Performance

AHTPX performance across multiple time periods: 1-month -1.04%, YTD 6.65%, 1-year 17.76%, 3-year 7.94%, 5-year 3.27%.

AHTPX returns outperform the peer average of 2.39% YTD. With an expense ratio of 1.62%, investors should weigh costs against performance when evaluating this mutual fund.

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