APOHX Mutual Fund

APOHX Mutual Fund

NAV$10.47
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Returns Overview

3 Months
-0.30%
6 Months
+0.74%
YTD
+1.70%
1 Year
+1.72%
3 Years (annualized)
+4.85%
5 Years (annualized)
+2.64%
10 Years (annualized)
+2.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APOHX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.70%
Peer Avg (YTD)
+2.15%
vs Peers
-0.46%

APOHX Mutual Fund Performance

APOHX performance across multiple time periods: YTD 1.70%, 1-year 1.72%, 3-year 4.85%, 5-year 2.64%, 10-year 2.94%.

APOHX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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