APHRX Mutual Fund

NAV$37.58

Returns Overview

1 Month
+1.69%
3 Months
+12.44%
6 Months
+7.61%
YTD
+6.72%
1 Year
+10.31%
3 Years (annualized)
+14.47%
5 Years (annualized)
+6.82%
10 Years (annualized)
+14.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APHRX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+6.72%
Peer Avg (YTD)
+8.97%
vs Peers
-2.25%

APHRX Mutual Fund Performance

APHRX performance across multiple time periods: 1-month 1.69%, YTD 6.72%, 1-year 10.31%, 3-year 14.47%, 5-year 6.82%, 10-year 14.60%.

APHRX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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