APHSX Mutual Fund

NAV$43.07

Returns Overview

1 Month
+8.88%
3 Months
+26.11%
6 Months
+22.73%
YTD
+21.12%
1 Year
+38.00%
3 Years (annualized)
+17.74%
5 Years (annualized)
+2.68%
10 Years (annualized)
+13.22%

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
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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+21.12%
Peer Avg (YTD)
+18.52%
vs Peers
+2.59%

APHSX Mutual Fund Performance

APHSX performance across multiple time periods: 1-month 8.88%, YTD 21.12%, 1-year 38.00%, 3-year 17.74%, 5-year 2.68%, 10-year 13.22%.

APHSX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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