APDIX Mutual Fund

APDIX Mutual Fund

NAV$34.26
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Returns Overview

1 Month
+1.06%
3 Months
-0.61%
6 Months
+5.72%
YTD
+15.41%
1 Year
+22.41%
3 Years (annualized)
+21.63%
5 Years (annualized)
+10.22%
10 Years (annualized)
+10.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APDIX 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 ex USA Index
This Mutual Fund (YTD)
+15.41%
Peer Avg (YTD)
+6.23%
vs Peers
+9.18%

APDIX Mutual Fund Performance

APDIX performance across multiple time periods: 1-month 1.06%, YTD 15.41%, 1-year 22.41%, 3-year 21.63%, 5-year 10.22%, 10-year 10.23%.

APDIX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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