APHGX Mutual Fund

APHGX Mutual Fund

NAV$31.96
See how much of APHGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.70%
3 Months
-1.14%
6 Months
+6.13%
YTD
+9.72%
1 Year
+17.44%
3 Years (annualized)
+23.21%
5 Years (annualized)
+11.75%
10 Years (annualized)
+11.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APHGX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+9.72%
Peer Avg (YTD)
+12.44%
vs Peers
-2.72%

APHGX Mutual Fund Performance

APHGX performance across multiple time periods: 1-month 2.70%, YTD 9.72%, 1-year 17.44%, 3-year 23.21%, 5-year 11.75%, 10-year 11.38%.

APHGX returns trail the peer average of 12.44% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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