APHGX Mutual Fund

NAV$31.56

Returns Overview

1 Month
+2.20%
3 Months
+8.12%
6 Months
+7.57%
YTD
+11.13%
1 Year
+24.09%
3 Years (annualized)
+21.14%
5 Years (annualized)
+11.53%
10 Years (annualized)
+11.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APHGX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+11.13%
Peer Avg (YTD)
+9.49%
vs Peers
+1.64%

APHGX Mutual Fund Performance

APHGX performance across multiple time periods: 1-month 2.20%, YTD 11.13%, 1-year 24.09%, 3-year 21.14%, 5-year 11.53%, 10-year 11.81%.

APHGX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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