APHKX Mutual Fund

NAV$61.97

Returns Overview

1 Month
+2.57%
3 Months
+12.97%
6 Months
+12.45%
YTD
+11.74%
1 Year
+23.15%
3 Years (annualized)
+17.73%
5 Years (annualized)
+11.47%
10 Years (annualized)
+11.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APHKX 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 ex US Index
This Mutual Fund (YTD)
+11.74%
Peer Avg (YTD)
+9.13%
vs Peers
+2.61%

APHKX Mutual Fund Performance

APHKX performance across multiple time periods: 1-month 2.57%, YTD 11.74%, 1-year 23.15%, 3-year 17.73%, 5-year 11.47%, 10-year 11.57%.

APHKX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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