APDNX Mutual Fund

NAV$22.07

Returns Overview

1 Month
+2.48%
3 Months
+14.94%
6 Months
+11.89%
YTD
+10.73%
1 Year
+27.53%
3 Years (annualized)
+22.01%
5 Years (annualized)
+13.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APDNX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.73%
Peer Avg (YTD)
+9.51%
vs Peers
+1.22%

APDNX Mutual Fund Performance

APDNX performance across multiple time periods: 1-month 2.48%, YTD 10.73%, 1-year 27.53%, 3-year 22.01%, 5-year 13.15%.

APDNX returns outperform the peer average of 9.51% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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