APHEX Mutual Fund

APHEX Mutual Fund

NAV$25.88
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Returns Overview

1 Month
-7.80%
3 Months
-6.56%
6 Months
-4.36%
YTD
+5.70%
1 Year
+8.56%
3 Years (annualized)
+22.75%
5 Years (annualized)
+6.58%
10 Years (annualized)
+8.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APHEX 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 Emerging Markets Index
This Mutual Fund (YTD)
+5.70%
Peer Avg (YTD)
+8.28%
vs Peers
-2.58%

APHEX Mutual Fund Performance

APHEX performance across multiple time periods: 1-month -7.80%, YTD 5.70%, 1-year 8.56%, 3-year 22.75%, 5-year 6.58%, 10-year 8.61%.

APHEX returns trail the peer average of 8.28% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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