APHEX Mutual Fund

NAV$28.58

Returns Overview

1 Month
-2.65%
3 Months
+15.46%
6 Months
+17.17%
YTD
+14.72%
1 Year
+37.51%
3 Years (annualized)
+22.95%
5 Years (annualized)
+6.90%
10 Years (annualized)
+10.49%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI Emerging Markets Index
This Mutual Fund (YTD)
+14.72%
Peer Avg (YTD)
+21.71%
vs Peers
-6.99%

APHEX Mutual Fund Performance

APHEX performance across multiple time periods: 1-month -2.65%, YTD 14.72%, 1-year 37.51%, 3-year 22.95%, 5-year 6.90%, 10-year 10.49%.

APHEX returns trail the peer average of 21.71% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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