APDIX Mutual Fund

NAV$34.60

Returns Overview

1 Month
-0.41%
3 Months
+8.84%
6 Months
+14.20%
YTD
+12.27%
1 Year
+21.83%
3 Years (annualized)
+21.71%
5 Years (annualized)
+10.28%
10 Years (annualized)
+10.40%

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
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 ex USA Index
This Mutual Fund (YTD)
+12.27%
Peer Avg (YTD)
+8.97%
vs Peers
+3.30%

APDIX Mutual Fund Performance

APDIX performance across multiple time periods: 1-month -0.41%, YTD 12.27%, 1-year 21.83%, 3-year 21.71%, 5-year 10.28%, 10-year 10.40%.

APDIX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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