APDLX Mutual Fund

APDLX Mutual Fund

NAV$15.91
See how much of APDLX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.07%
3 Months
+5.62%
6 Months
+6.12%
YTD
+8.33%
1 Year
+19.64%
3 Years (annualized)
+12.82%
5 Years (annualized)
+10.06%
10 Years (annualized)
+11.84%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+8.33%
Peer Avg (YTD)
+11.41%
vs Peers
-3.09%

APDLX Mutual Fund Performance

APDLX performance across multiple time periods: 1-month 4.07%, YTD 8.33%, 1-year 19.64%, 3-year 12.82%, 5-year 10.06%, 10-year 11.84%.

APDLX returns trail the peer average of 11.41% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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