APHNX Mutual Fund

NAV$22.04

Returns Overview

1 Month
+2.50%
3 Months
+14.96%
6 Months
+11.95%
YTD
+10.79%
1 Year
+27.70%
3 Years (annualized)
+21.88%
5 Years (annualized)
+11.91%

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

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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.79%
Peer Avg (YTD)
+9.51%
vs Peers
+1.28%

APHNX Mutual Fund Performance

APHNX performance across multiple time periods: 1-month 2.50%, YTD 10.79%, 1-year 27.70%, 3-year 21.88%, 5-year 11.91%.

APHNX returns outperform the peer average of 9.51% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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