APDLX Mutual Fund

NAV$15.93

Returns Overview

1 Month
-0.13%
3 Months
+8.77%
6 Months
+4.97%
YTD
+4.09%
1 Year
-2.98%
3 Years (annualized)
+8.19%
5 Years (annualized)
+6.70%
10 Years (annualized)
+10.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APDLX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+4.09%
Peer Avg (YTD)
+9.49%
vs Peers
-5.40%

APDLX Mutual Fund Performance

APDLX performance across multiple time periods: 1-month -0.13%, YTD 4.09%, 1-year -2.98%, 3-year 8.19%, 5-year 6.70%, 10-year 10.30%.

APDLX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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