APHQX Mutual Fund

NAV$15.71

Returns Overview

1 Month
+2.81%
3 Months
+7.16%
6 Months
+2.88%
YTD
+6.08%
1 Year
+1.48%
3 Years (annualized)
+4.76%
5 Years (annualized)
-0.78%
10 Years (annualized)
+5.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APHQX 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 Midcap Value Index
This Mutual Fund (YTD)
+6.08%
Peer Avg (YTD)
+10.82%
vs Peers
-4.74%

APHQX Mutual Fund Performance

APHQX performance across multiple time periods: 1-month 2.81%, YTD 6.08%, 1-year 1.48%, 3-year 4.76%, 5-year -0.78%, 10-year 5.05%.

APHQX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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