APHLX Mutual Fund

NAV$15.47

Returns Overview

1 Month
+2.72%
3 Months
+6.18%
6 Months
+5.10%
YTD
+7.28%
1 Year
-3.04%
3 Years (annualized)
+8.58%
5 Years (annualized)
+3.38%
10 Years (annualized)
+9.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APHLX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+7.28%
Peer Avg (YTD)
+9.49%
vs Peers
-2.21%

APHLX Mutual Fund Performance

APHLX performance across multiple time periods: 1-month 2.72%, YTD 7.28%, 1-year -3.04%, 3-year 8.58%, 5-year 3.38%, 10-year 9.11%.

APHLX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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