APDDX Mutual Fund

APDDX Mutual Fund

NAV$21.16
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Returns Overview

1 Month
-6.97%
3 Months
+1.79%
6 Months
+1.54%
YTD
+2.56%
1 Year
+9.93%
3 Years (annualized)
+11.52%
5 Years (annualized)
+2.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APDDX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+2.56%
Peer Avg (YTD)
+9.54%
vs Peers
-6.98%

APDDX Mutual Fund Performance

APDDX performance across multiple time periods: 1-month -6.97%, YTD 2.56%, 1-year 9.93%, 3-year 11.52%, 5-year 2.71%.

APDDX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

APDDX vs another fund shows side-by-side returns. APDDX alternatives are available in the Mutual Fund Screener.