APDJX Mutual Fund

APDJX Mutual Fund

NAV$21.14
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Returns Overview

1 Month
+4.05%
3 Months
+5.01%
6 Months
+8.45%
YTD
+11.76%
1 Year
+15.30%
3 Years (annualized)
+11.41%
5 Years (annualized)
+1.33%
10 Years (annualized)
+7.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APDJX 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 SMID Cap Index
This Mutual Fund (YTD)
+11.76%
Peer Avg (YTD)
+9.98%
vs Peers
+1.79%

APDJX Mutual Fund Performance

APDJX performance across multiple time periods: 1-month 4.05%, YTD 11.76%, 1-year 15.30%, 3-year 11.41%, 5-year 1.33%, 10-year 7.51%.

APDJX returns outperform the peer average of 9.98% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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