APHMX Mutual Fund

NAV$44.14

Returns Overview

1 Month
+6.56%
3 Months
+17.93%
6 Months
+11.03%
YTD
+10.03%
1 Year
+20.41%
3 Years (annualized)
+15.43%
5 Years (annualized)
+5.60%
10 Years (annualized)
+15.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APHMX 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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+10.03%
Peer Avg (YTD)
+10.82%
vs Peers
-0.79%

APHMX Mutual Fund Performance

APHMX performance across multiple time periods: 1-month 6.56%, YTD 10.03%, 1-year 20.41%, 3-year 15.43%, 5-year 5.60%, 10-year 15.26%.

APHMX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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