APHGX Mutual Fund

APHGX Mutual Fund

NAV$31.77
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Returns Overview

1 Month
+2.04%
3 Months
+7.36%
6 Months
+7.39%
YTD
+10.99%
1 Year
+26.86%
3 Years (annualized)
+20.56%
5 Years (annualized)
+12.88%
10 Years (annualized)
+11.61%

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)
+10.99%
Peer Avg (YTD)
+11.41%
vs Peers
-0.43%

APHGX Mutual Fund Performance

APHGX performance across multiple time periods: 1-month 2.04%, YTD 10.99%, 1-year 26.86%, 3-year 20.56%, 5-year 12.88%, 10-year 11.61%.

APHGX returns trail the peer average of 11.41% 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.