APHTX Mutual Fund

APHTX Mutual Fund

NAV$28.77
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Returns Overview

1 Month
-0.45%
3 Months
+2.00%
6 Months
+8.60%
YTD
+13.56%
1 Year
+17.26%
3 Years (annualized)
+27.98%
5 Years (annualized)
+12.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APHTX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.56%
Peer Avg (YTD)
+8.51%
vs Peers
+5.05%

APHTX Mutual Fund Performance

APHTX performance across multiple time periods: 1-month -0.45%, YTD 13.56%, 1-year 17.26%, 3-year 27.98%, 5-year 12.91%.

APHTX returns outperform the peer average of 8.51% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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