APAYX Mutual Fund

NAV$13.01

Returns Overview

1 Month
-1.86%
3 Months
+0.31%
6 Months
+16.12%
YTD
+15.18%
1 Year
+24.29%
3 Years (annualized)
+14.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APAYX 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
Dow Jones US Select Dividend Index(DJDVP)
This Mutual Fund (YTD)
+15.18%
Peer Avg (YTD)
+8.97%
vs Peers
+6.21%

APAYX Mutual Fund Performance

APAYX performance across multiple time periods: 1-month -1.86%, YTD 15.18%, 1-year 24.29%, 3-year 14.95%.

APAYX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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