APDGX Mutual Fund

APDGX Mutual Fund

NAV$30.29
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Returns Overview

1 Month
+0.83%
3 Months
+4.35%
6 Months
+7.50%
YTD
+11.87%
1 Year
+23.31%
3 Years (annualized)
+22.04%
5 Years (annualized)
+13.02%
10 Years (annualized)
+11.81%

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)
+11.87%
Peer Avg (YTD)
+12.44%
vs Peers
-0.57%

APDGX Mutual Fund Performance

APDGX performance across multiple time periods: 1-month 0.83%, YTD 11.87%, 1-year 23.31%, 3-year 22.04%, 5-year 13.02%, 10-year 11.81%.

APDGX returns trail the peer average of 12.44% 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.