APDGX Mutual Fund

APDGX Mutual Fund

NAV$31.85
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Returns Overview

1 Month
+2.05%
3 Months
+7.35%
6 Months
+7.35%
YTD
+10.95%
1 Year
+26.72%
3 Years (annualized)
+20.96%
5 Years (annualized)
+12.76%
10 Years (annualized)
+12.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APDGX 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)
+10.95%
Peer Avg (YTD)
+11.41%
vs Peers
-0.46%

APDGX Mutual Fund Performance

APDGX performance across multiple time periods: 1-month 2.05%, YTD 10.95%, 1-year 26.72%, 3-year 20.96%, 5-year 12.76%, 10-year 12.01%.

APDGX returns trail the peer average of 11.41% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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