APHSX Mutual Fund

APHSX Mutual Fund

NAV$43.65
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Returns Overview

1 Month
-8.27%
3 Months
+6.87%
6 Months
+7.43%
YTD
+12.58%
1 Year
+23.75%
3 Years (annualized)
+10.63%
5 Years (annualized)
+0.98%
10 Years (annualized)
+11.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APHSX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+12.58%
Peer Avg (YTD)
+15.31%
vs Peers
-2.73%

APHSX Mutual Fund Performance

APHSX performance across multiple time periods: 1-month -8.27%, YTD 12.58%, 1-year 23.75%, 3-year 10.63%, 5-year 0.98%, 10-year 11.64%.

APHSX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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