APHJX Mutual Fund

APHJX Mutual Fund

NAV$21.92
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Returns Overview

1 Month
+1.99%
3 Months
+5.32%
6 Months
+7.14%
YTD
+7.47%
1 Year
+14.64%
3 Years (annualized)
+8.50%
5 Years (annualized)
+1.58%
10 Years (annualized)
+7.62%

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
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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 SMID Cap Index
This Mutual Fund (YTD)
+7.47%
Peer Avg (YTD)
+8.67%
vs Peers
-1.20%

APHJX Mutual Fund Performance

APHJX performance across multiple time periods: 1-month 1.99%, YTD 7.47%, 1-year 14.64%, 3-year 8.50%, 5-year 1.58%, 10-year 7.62%.

APHJX returns trail the peer average of 8.67% 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.