APHLX Mutual Fund

APHLX Mutual Fund

NAV$16.01
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Returns Overview

1 Month
+4.07%
3 Months
+5.54%
6 Months
+6.05%
YTD
+8.25%
1 Year
+19.61%
3 Years (annualized)
+12.85%
5 Years (annualized)
+10.08%
10 Years (annualized)
+11.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APHLX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+8.25%
Peer Avg (YTD)
+11.41%
vs Peers
-3.16%

APHLX Mutual Fund Performance

APHLX performance across multiple time periods: 1-month 4.07%, YTD 8.25%, 1-year 19.61%, 3-year 12.85%, 5-year 10.08%, 10-year 11.90%.

APHLX returns trail the peer average of 11.41% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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