APDGX Mutual Fund

NAV$31.70

Returns Overview

1 Month
+1.42%
3 Months
+12.91%
6 Months
+9.46%
YTD
+8.72%
1 Year
+23.99%
3 Years (annualized)
+21.03%
5 Years (annualized)
+12.44%
10 Years (annualized)
+12.21%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+8.72%
Peer Avg (YTD)
+9.49%
vs Peers
-0.76%

APDGX Mutual Fund Performance

APDGX performance across multiple time periods: 1-month 1.42%, YTD 8.72%, 1-year 23.99%, 3-year 21.03%, 5-year 12.44%, 10-year 12.21%.

APDGX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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