APAAX Mutual Fund

APAAX Mutual Fund

NAV$9.57
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Returns Overview

1 Month
-1.08%
3 Months
+0.46%
6 Months
-0.67%
YTD
+0.46%
1 Year
+3.39%
3 Years (annualized)
+1.15%
5 Years (annualized)
+1.46%
10 Years (annualized)
+1.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APAAX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+0.46%
Peer Avg (YTD)
-0.72%
vs Peers
+1.19%

APAAX Mutual Fund Performance

APAAX performance across multiple time periods: 1-month -1.08%, YTD 0.46%, 1-year 3.39%, 3-year 1.15%, 5-year 1.46%, 10-year 1.90%.

APAAX returns outperform the peer average of -0.72% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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