AHYVX Mutual Fund

AHYVX Mutual Fund

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Returns Overview

1 Month
+0.87%
3 Months
+1.17%
6 Months
+2.35%
YTD
+3.38%
1 Year
+5.88%
3 Years (annualized)
+7.49%
5 Years (annualized)
+2.90%
10 Years (annualized)
+3.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AHYVX 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
ICE BofA US High Yield Constrained Index(ICEBOFAUHYCI)
This Mutual Fund (YTD)
+3.38%
Peer Avg (YTD)
+2.15%
vs Peers
+1.23%

AHYVX Mutual Fund Performance

AHYVX performance across multiple time periods: 1-month 0.87%, YTD 3.38%, 1-year 5.88%, 3-year 7.49%, 5-year 2.90%, 10-year 3.92%.

AHYVX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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