APHYX Mutual Fund

NAV$24.34

Returns Overview

1 Month
+0.13%
3 Months
+17.93%
6 Months
-2.48%
YTD
-3.47%
1 Year
-9.73%
3 Years (annualized)
+11.97%
5 Years (annualized)
-2.68%
10 Years (annualized)
+11.01%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
-3.47%
Peer Avg (YTD)
+23.08%
vs Peers
-26.54%

APHYX Mutual Fund Performance

APHYX performance across multiple time periods: 1-month 0.13%, YTD -3.47%, 1-year -9.73%, 3-year 11.97%, 5-year -2.68%, 10-year 11.01%.

APHYX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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