APHDX Mutual Fund

NAV$21.54

Returns Overview

1 Month
+6.66%
3 Months
+17.41%
6 Months
+11.08%
YTD
+10.26%
1 Year
+16.49%
3 Years (annualized)
+16.47%
5 Years (annualized)
+6.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APHDX 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 ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+10.26%
Peer Avg (YTD)
+10.82%
vs Peers
-0.56%

APHDX Mutual Fund Performance

APHDX performance across multiple time periods: 1-month 6.66%, YTD 10.26%, 1-year 16.49%, 3-year 16.47%, 5-year 6.73%.

APHDX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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