AHTPX Mutual Fund

NAV$11.58

Returns Overview

1 Month
-0.60%
3 Months
+3.79%
6 Months
+7.68%
YTD
+7.78%
1 Year
+19.12%
3 Years (annualized)
+9.50%
5 Years (annualized)
+4.56%

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

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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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+7.78%
Peer Avg (YTD)
+3.47%
vs Peers
+4.31%

AHTPX Mutual Fund Performance

AHTPX performance across multiple time periods: 1-month -0.60%, YTD 7.78%, 1-year 19.12%, 3-year 9.50%, 5-year 4.56%.

AHTPX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.62%, investors should weigh costs against performance when evaluating this mutual fund.

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