APDHX Mutual Fund

APDHX Mutual Fund

NAV$23.43
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Returns Overview

1 Month
-1.94%
3 Months
-4.32%
6 Months
-8.88%
YTD
+2.65%
1 Year
+4.86%
3 Years (annualized)
+26.02%
5 Years (annualized)
+8.74%
10 Years (annualized)
+13.46%

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
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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)
+2.65%
Peer Avg (YTD)
+5.23%
vs Peers
-2.59%

APDHX Mutual Fund Performance

APDHX performance across multiple time periods: 1-month -1.94%, YTD 2.65%, 1-year 4.86%, 3-year 26.02%, 5-year 8.74%, 10-year 13.46%.

APDHX returns trail the peer average of 5.23% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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