APDHX Mutual Fund

NAV$24.59

Returns Overview

1 Month
-4.80%
3 Months
+7.49%
6 Months
+8.98%
YTD
+7.54%
1 Year
+20.81%
3 Years (annualized)
+29.98%
5 Years (annualized)
+12.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APDHX 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)
+7.54%
Peer Avg (YTD)
+8.97%
vs Peers
-1.43%

APDHX Mutual Fund Performance

APDHX performance across multiple time periods: 1-month -4.80%, YTD 7.54%, 1-year 20.81%, 3-year 29.98%, 5-year 12.18%.

APDHX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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