APDFX Mutual Fund

APDFX Mutual Fund

NAV$8.97
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Returns Overview

1 Month
+0.16%
3 Months
+1.02%
6 Months
+0.87%
YTD
+1.46%
1 Year
+4.16%
3 Years (annualized)
+8.41%
5 Years (annualized)
+4.83%
10 Years (annualized)
+6.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APDFX 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
ICE BofA US High Yield Master II Index(^ICEBAUSHYMIII)
This Mutual Fund (YTD)
+1.46%
Peer Avg (YTD)
+0.12%
vs Peers
+1.34%

APDFX Mutual Fund Performance

APDFX performance across multiple time periods: 1-month 0.16%, YTD 1.46%, 1-year 4.16%, 3-year 8.41%, 5-year 4.83%, 10-year 6.43%.

APDFX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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