APHRX Mutual Fund

APHRX Mutual Fund

NAV$37.31
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Returns Overview

1 Month
-3.27%
3 Months
+0.53%
6 Months
+2.21%
YTD
+3.23%
1 Year
+5.17%
3 Years (annualized)
+11.28%
5 Years (annualized)
+2.99%
10 Years (annualized)
+11.07%

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
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📉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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+3.23%
Peer Avg (YTD)
+6.23%
vs Peers
-3.00%

APHRX Mutual Fund Performance

APHRX performance across multiple time periods: 1-month -3.27%, YTD 3.23%, 1-year 5.17%, 3-year 11.28%, 5-year 2.99%, 10-year 11.07%.

APHRX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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