APDJX Mutual Fund

APDJX Mutual Fund

NAV$21.65
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Returns Overview

1 Month
+1.97%
3 Months
+5.28%
6 Months
+7.08%
YTD
+7.41%
1 Year
+14.52%
3 Years (annualized)
+8.37%
5 Years (annualized)
+1.63%
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)
+7.41%
Peer Avg (YTD)
+8.67%
vs Peers
-1.26%

APDJX Mutual Fund Performance

APDJX performance across multiple time periods: 1-month 1.97%, YTD 7.41%, 1-year 14.52%, 3-year 8.37%, 5-year 1.63%, 10-year 7.51%.

APDJX returns trail the peer average of 8.67% 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.