APHHX Mutual Fund

NAV$25.10

Returns Overview

1 Month
-4.82%
3 Months
+7.52%
6 Months
+9.07%
YTD
+7.61%
1 Year
-1.97%
3 Years (annualized)
+18.04%
5 Years (annualized)
+5.70%
10 Years (annualized)
+11.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APHHX 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 ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+7.61%
Peer Avg (YTD)
+8.97%
vs Peers
-1.36%

APHHX Mutual Fund Performance

APHHX performance across multiple time periods: 1-month -4.82%, YTD 7.61%, 1-year -1.97%, 3-year 18.04%, 5-year 5.70%, 10-year 11.85%.

APHHX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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