APDMX Mutual Fund

APDMX Mutual Fund

NAV$36.73
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Returns Overview

1 Month
-8.79%
3 Months
-0.41%
6 Months
+0.71%
YTD
+0.29%
1 Year
+7.04%
3 Years (annualized)
+9.99%
5 Years (annualized)
+0.19%
10 Years (annualized)
+10.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APDMX 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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+0.29%
Peer Avg (YTD)
+9.54%
vs Peers
-9.25%

APDMX Mutual Fund Performance

APDMX performance across multiple time periods: 1-month -8.79%, YTD 0.29%, 1-year 7.04%, 3-year 9.99%, 5-year 0.19%, 10-year 10.77%.

APDMX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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