APHYX Mutual Fund

APHYX Mutual Fund

NAV$23.87
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Returns Overview

1 Month
+7.26%
3 Months
+9.61%
6 Months
+17.94%
YTD
+6.75%
1 Year
-1.96%
3 Years (annualized)
+16.67%
5 Years (annualized)
+0.33%
10 Years (annualized)
+11.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APHYX 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
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📉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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+6.75%
Peer Avg (YTD)
+20.14%
vs Peers
-13.39%

APHYX Mutual Fund Performance

APHYX performance across multiple time periods: 1-month 7.26%, YTD 6.75%, 1-year -1.96%, 3-year 16.67%, 5-year 0.33%, 10-year 11.07%.

APHYX returns trail the peer average of 20.14% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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