APHIX Mutual Fund

APHIX Mutual Fund

NAV$34.50
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Returns Overview

1 Month
+1.08%
3 Months
-0.57%
6 Months
+5.76%
YTD
+15.47%
1 Year
+22.53%
3 Years (annualized)
+21.77%
5 Years (annualized)
+10.33%
10 Years (annualized)
+10.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APHIX 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 ex USA Index
This Mutual Fund (YTD)
+15.47%
Peer Avg (YTD)
+6.23%
vs Peers
+9.24%

APHIX Mutual Fund Performance

APHIX performance across multiple time periods: 1-month 1.08%, YTD 15.47%, 1-year 22.53%, 3-year 21.77%, 5-year 10.33%, 10-year 10.34%.

APHIX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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