APHPX Mutual Fund

APHPX Mutual Fund

NAV$11.29
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Returns Overview

1 Month
+1.35%
3 Months
+2.46%
6 Months
+2.63%
YTD
+6.43%
1 Year
+11.63%
3 Years (annualized)
+10.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APHPX 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
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+6.43%
Peer Avg (YTD)
+3.78%
vs Peers
+2.65%

APHPX Mutual Fund Performance

APHPX performance across multiple time periods: 1-month 1.35%, YTD 6.43%, 1-year 11.63%, 3-year 10.09%.

APHPX returns outperform the peer average of 3.78% YTD. With an expense ratio of 1.54%, investors should weigh costs against performance when evaluating this mutual fund.

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