APDEX Mutual Fund

APDEX Mutual Fund

NAV$28.84
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Returns Overview

1 Month
+4.13%
3 Months
-0.10%
6 Months
+4.92%
YTD
+20.18%
1 Year
+33.24%
3 Years (annualized)
+23.89%
5 Years (annualized)
+7.30%
10 Years (annualized)
+9.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APDEX 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 Emerging Markets Index
This Mutual Fund (YTD)
+20.18%
Peer Avg (YTD)
+18.18%
vs Peers
+2.00%

APDEX Mutual Fund Performance

APDEX performance across multiple time periods: 1-month 4.13%, YTD 20.18%, 1-year 33.24%, 3-year 23.89%, 5-year 7.30%, 10-year 9.88%.

APDEX returns outperform the peer average of 18.18% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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