APHHX Mutual Fund

APHHX Mutual Fund

NAV$25.31
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Returns Overview

1 Month
-0.20%
3 Months
-4.72%
6 Months
-0.04%
YTD
+8.85%
1 Year
+16.62%
3 Years (annualized)
+24.91%
5 Years (annualized)
+10.07%
10 Years (annualized)
+13.70%

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
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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)
+8.85%
Peer Avg (YTD)
+6.23%
vs Peers
+2.62%

APHHX Mutual Fund Performance

APHHX performance across multiple time periods: 1-month -0.20%, YTD 8.85%, 1-year 16.62%, 3-year 24.91%, 5-year 10.07%, 10-year 13.70%.

APHHX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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