APHKX Mutual Fund

APHKX Mutual Fund

NAV$61.65
See how much of APHKX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.95%
3 Months
-0.55%
6 Months
+9.20%
YTD
+13.85%
1 Year
+18.05%
3 Years (annualized)
+18.75%
5 Years (annualized)
+11.69%
10 Years (annualized)
+11.21%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+13.85%
Peer Avg (YTD)
+8.05%
vs Peers
+5.80%

APHKX Mutual Fund Performance

APHKX performance across multiple time periods: 1-month 4.95%, YTD 13.85%, 1-year 18.05%, 3-year 18.75%, 5-year 11.69%, 10-year 11.21%.

APHKX returns outperform the peer average of 8.05% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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