APHNX Mutual Fund

APHNX Mutual Fund

NAV$21.76
See how much of APHNX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.64%
3 Months
+8.33%
6 Months
+8.82%
YTD
+13.78%
1 Year
+29.49%
3 Years (annualized)
+20.90%
5 Years (annualized)
+12.05%

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.78%
Peer Avg (YTD)
+9.41%
vs Peers
+4.37%

APHNX Mutual Fund Performance

APHNX performance across multiple time periods: 1-month 1.64%, YTD 13.78%, 1-year 29.49%, 3-year 20.90%, 5-year 12.05%.

APHNX returns outperform the peer average of 9.41% YTD. With an expense ratio of 1.09%, 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.