APDDX Mutual Fund

APDDX Mutual Fund

NAV$20.85
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Returns Overview

1 Month
+1.03%
3 Months
+0.69%
6 Months
+2.49%
YTD
+3.26%
1 Year
+3.85%
3 Years (annualized)
+16.98%
5 Years (annualized)
+1.90%

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
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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+3.26%
Peer Avg (YTD)
+8.01%
vs Peers
-4.74%

APDDX Mutual Fund Performance

APDDX performance across multiple time periods: 1-month 1.03%, YTD 3.26%, 1-year 3.85%, 3-year 16.98%, 5-year 1.90%.

APDDX returns trail the peer average of 8.01% 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.