APHPX Mutual Fund

APHPX Mutual Fund

NAV$11.24
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Returns Overview

1 Month
+1.17%
3 Months
+0.87%
6 Months
+3.17%
YTD
+5.01%
1 Year
+11.41%
3 Years (annualized)
+9.59%

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)
+5.01%
Peer Avg (YTD)
+3.39%
vs Peers
+1.62%

APHPX Mutual Fund Performance

APHPX performance across multiple time periods: 1-month 1.17%, YTD 5.01%, 1-year 11.41%, 3-year 9.59%.

APHPX returns outperform the peer average of 3.39% 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.