AHYVX Mutual Fund

AHYVX Mutual Fund

NAV$5.16
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Returns Overview

1 Month
-0.03%
3 Months
+0.82%
6 Months
+1.79%
YTD
+2.49%
1 Year
+6.32%
3 Years (annualized)
+7.19%
5 Years (annualized)
+2.81%
10 Years (annualized)
+4.02%

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
Bloomberg Barclays US High Yield 2% Issuer Cap Index(^BBUHYIC)
This Mutual Fund (YTD)
+2.49%
Peer Avg (YTD)
+0.12%
vs Peers
+2.37%

AHYVX Mutual Fund Performance

AHYVX performance across multiple time periods: 1-month -0.03%, YTD 2.49%, 1-year 6.32%, 3-year 7.19%, 5-year 2.81%, 10-year 4.02%.

AHYVX returns outperform the peer average of 0.12% 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.