APHUX Mutual Fund

APHUX Mutual Fund

NAV$9.32
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Returns Overview

1 Month
+0.72%
3 Months
+1.58%
6 Months
+1.88%
YTD
+2.26%
1 Year
+4.87%
3 Years (annualized)
+7.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APHUX 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 UBS Leveraged Loan Index
This Mutual Fund (YTD)
+2.26%
Peer Avg (YTD)
+0.12%
vs Peers
+2.14%

APHUX Mutual Fund Performance

APHUX performance across multiple time periods: 1-month 0.72%, YTD 2.26%, 1-year 4.87%, 3-year 7.30%.

APHUX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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