APHWX Mutual Fund

APHWX Mutual Fund

NAV$12.13
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Returns Overview

1 Month
+2.03%
3 Months
+3.25%
6 Months
+5.38%
YTD
+8.96%
1 Year
+16.56%
3 Years (annualized)
+11.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APHWX 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)
+8.96%
Peer Avg (YTD)
+11.41%
vs Peers
-2.45%

APHWX Mutual Fund Performance

APHWX performance across multiple time periods: 1-month 2.03%, YTD 8.96%, 1-year 16.56%, 3-year 11.02%.

APHWX returns trail the peer average of 11.41% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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