AHTYX Mutual Fund

AHTYX Mutual Fund

NAV$11.12
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Returns Overview

1 Month
-0.09%
3 Months
-1.93%
6 Months
-1.76%
YTD
+4.78%
1 Year
+5.48%
3 Years (annualized)
+9.79%
5 Years (annualized)
+3.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AHTYX 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)
+4.78%
Peer Avg (YTD)
+3.99%
vs Peers
+0.79%

AHTYX Mutual Fund Performance

AHTYX performance across multiple time periods: 1-month -0.09%, YTD 4.78%, 1-year 5.48%, 3-year 9.79%, 5-year 3.10%.

AHTYX returns outperform the peer average of 3.99% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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