APHGX Mutual Fund

APHGX Mutual Fund

NAV$30.34
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Returns Overview

1 Month
+0.86%
3 Months
+4.40%
6 Months
+7.54%
YTD
+11.94%
1 Year
+23.45%
3 Years (annualized)
+22.02%
5 Years (annualized)
+12.35%
10 Years (annualized)
+11.54%

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
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📉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 ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+11.94%
Peer Avg (YTD)
+12.44%
vs Peers
-0.50%

APHGX Mutual Fund Performance

APHGX performance across multiple time periods: 1-month 0.86%, YTD 11.94%, 1-year 23.45%, 3-year 22.02%, 5-year 12.35%, 10-year 11.54%.

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.