AHSAX Mutual Fund

NAV$27.70

Returns Overview

1 Month
+8.16%
3 Months
+22.51%
6 Months
+19.09%
YTD
+22.30%
1 Year
+35.84%
3 Years (annualized)
+6.75%
5 Years (annualized)
+3.12%
10 Years (annualized)
+14.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AHSAX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+22.30%
Peer Avg (YTD)
+7.57%
vs Peers
+14.72%

AHSAX Mutual Fund Performance

AHSAX performance across multiple time periods: 1-month 8.16%, YTD 22.30%, 1-year 35.84%, 3-year 6.75%, 5-year 3.12%, 10-year 14.99%.

AHSAX returns outperform the peer average of 7.57% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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