APHNX Mutual Fund

APHNX Mutual Fund

NAV$22.29
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Returns Overview

1 Month
+1.08%
3 Months
-0.41%
6 Months
+7.88%
YTD
+12.14%
1 Year
+21.13%
3 Years (annualized)
+25.03%
5 Years (annualized)
+12.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APHNX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.14%
Peer Avg (YTD)
+9.28%
vs Peers
+2.86%

APHNX Mutual Fund Performance

APHNX performance across multiple time periods: 1-month 1.08%, YTD 12.14%, 1-year 21.13%, 3-year 25.03%, 5-year 12.06%.

APHNX returns outperform the peer average of 9.28% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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