APHJX Mutual Fund

APHJX Mutual Fund

NAV$21.82
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Returns Overview

1 Month
+3.86%
3 Months
+5.10%
6 Months
+10.68%
YTD
+12.95%
1 Year
+14.46%
3 Years (annualized)
+17.59%
5 Years (annualized)
+2.14%
10 Years (annualized)
+8.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APHJX 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 ex USA SMID Cap Index
This Mutual Fund (YTD)
+12.95%
Peer Avg (YTD)
+7.47%
vs Peers
+5.47%

APHJX Mutual Fund Performance

APHJX performance across multiple time periods: 1-month 3.86%, YTD 12.95%, 1-year 14.46%, 3-year 17.59%, 5-year 2.14%, 10-year 8.70%.

APHJX returns outperform the peer average of 7.47% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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