AHIFX Mutual Fund

NAV$9.74

Returns Overview

1 Month
-0.03%
3 Months
+2.17%
6 Months
+2.25%
YTD
+2.35%
1 Year
+6.42%
3 Years (annualized)
+9.56%
5 Years (annualized)
+4.95%
10 Years (annualized)
+6.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AHIFX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US Corporate High Yield 2% Issuer Capped Bond Index
This Mutual Fund (YTD)
+2.35%
Peer Avg (YTD)
+3.23%
vs Peers
-0.87%

AHIFX Mutual Fund Performance

AHIFX performance across multiple time periods: 1-month -0.03%, YTD 2.35%, 1-year 6.42%, 3-year 9.56%, 5-year 4.95%, 10-year 6.45%.

AHIFX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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