APHOX Mutual Fund

NAV$11.23

Returns Overview

1 Month
+1.40%
3 Months
+5.44%
6 Months
+6.23%
YTD
+5.94%
1 Year
+15.13%
3 Years (annualized)
+11.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APHOX 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
J.P. Morgan EMB Hard Currency / Local Currency 50/50(^JPMEMBUCLC)
This Mutual Fund (YTD)
+5.94%
Peer Avg (YTD)
+4.14%
vs Peers
+1.80%

APHOX Mutual Fund Performance

APHOX performance across multiple time periods: 1-month 1.40%, YTD 5.94%, 1-year 15.13%, 3-year 11.96%.

APHOX returns outperform the peer average of 4.14% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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