APHTX Mutual Fund

APHTX Mutual Fund

NAV$28.97
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Returns Overview

1 Month
-2.25%
3 Months
+8.88%
6 Months
+11.60%
YTD
+14.08%
1 Year
+14.05%
3 Years (annualized)
+22.91%
5 Years (annualized)
+11.35%

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
PROUpgrade to run
🏦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)
+14.08%
Peer Avg (YTD)
+6.23%
vs Peers
+7.85%

APHTX Mutual Fund Performance

APHTX performance across multiple time periods: 1-month -2.25%, YTD 14.08%, 1-year 14.05%, 3-year 22.91%, 5-year 11.35%.

APHTX returns outperform the peer average of 6.23% 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.