APHPX Mutual Fund

NAV$11.13

Returns Overview

1 Month
-0.07%
3 Months
-0.07%
6 Months
+3.89%
YTD
+3.79%
1 Year
+11.19%
3 Years (annualized)
+9.38%

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
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
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+3.79%
Peer Avg (YTD)
+4.14%
vs Peers
-0.35%

APHPX Mutual Fund Performance

APHPX performance across multiple time periods: 1-month -0.07%, YTD 3.79%, 1-year 11.19%, 3-year 9.38%.

APHPX returns trail the peer average of 4.14% YTD. With an expense ratio of 1.54%, investors should weigh costs against performance when evaluating this mutual fund.

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