APHIX Mutual Fund

NAV$34.41

Returns Overview

1 Month
+0.64%
3 Months
-0.78%
6 Months
+5.62%
YTD
+12.52%
1 Year
+42.52%
3 Years (annualized)
+28.31%
5 Years (annualized)
+13.58%
10 Years (annualized)
+12.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APHIX 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
MSCI ACWI ex USA Index
This Mutual Fund (YTD)
+12.52%
Peer Avg (YTD)
+8.97%
vs Peers
+3.55%

APHIX Mutual Fund Performance

APHIX performance across multiple time periods: 1-month 0.64%, YTD 12.52%, 1-year 42.52%, 3-year 28.31%, 5-year 13.58%, 10-year 12.08%.

APHIX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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