APHJX Mutual Fund

NAV$20.63

Returns Overview

1 Month
+3.05%
3 Months
+3.62%
6 Months
+2.69%
YTD
+5.58%
1 Year
+9.41%
3 Years (annualized)
+9.07%
5 Years (annualized)
+1.20%
10 Years (annualized)
+13.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APHJX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade 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 ex USA SMID Cap Index
This Mutual Fund (YTD)
+5.58%
Peer Avg (YTD)
+9.16%
vs Peers
-3.58%

APHJX Mutual Fund Performance

APHJX performance across multiple time periods: 1-month 3.05%, YTD 5.58%, 1-year 9.41%, 3-year 9.07%, 5-year 1.20%, 10-year 13.18%.

APHJX returns trail the peer average of 9.16% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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