AHTYX Mutual Fund

AHTYX Mutual Fund

NAV$11.64
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Returns Overview

1 Month
-1.04%
3 Months
+0.18%
6 Months
+1.15%
YTD
+6.84%
1 Year
+18.22%
3 Years (annualized)
+8.32%
5 Years (annualized)
+3.62%

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)
+6.84%
Peer Avg (YTD)
+2.39%
vs Peers
+4.45%

AHTYX Mutual Fund Performance

AHTYX performance across multiple time periods: 1-month -1.04%, YTD 6.84%, 1-year 18.22%, 3-year 8.32%, 5-year 3.62%.

AHTYX returns outperform the peer average of 2.39% 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.