APHOX Mutual Fund

APHOX Mutual Fund

NAV$11.28
See how much of APHOX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.89%
3 Months
+3.58%
6 Months
+4.77%
YTD
+6.88%
1 Year
+14.90%
3 Years (annualized)
+11.73%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
J.P. Morgan EMB Hard Currency / Local Currency 50/50(^JPMEMBUCLC)
This Mutual Fund (YTD)
+6.88%
Peer Avg (YTD)
+3.39%
vs Peers
+3.49%

APHOX Mutual Fund Performance

APHOX performance across multiple time periods: 1-month 0.89%, YTD 6.88%, 1-year 14.90%, 3-year 11.73%.

APHOX returns outperform the peer average of 3.39% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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