APSHX Mutual Fund

APSHX Mutual Fund

NAV$16.08
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Returns Overview

1 Month
+3.45%
3 Months
-2.86%
6 Months
+1.53%
YTD
+11.05%
1 Year
+21.01%
3 Years (annualized)
+12.96%
5 Years (annualized)
+6.22%
10 Years (annualized)
+8.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APSHX 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 Equal Weight Index(^SP500EW:SP)
This Mutual Fund (YTD)
+11.05%
Peer Avg (YTD)
+6.28%
vs Peers
+4.77%

APSHX Mutual Fund Performance

APSHX performance across multiple time periods: 1-month 3.45%, YTD 11.05%, 1-year 21.01%, 3-year 12.96%, 5-year 6.22%, 10-year 8.25%.

APSHX returns outperform the peer average of 6.28% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

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