APDNX Mutual Fund

APDNX Mutual Fund

NAV$22.35
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Returns Overview

1 Month
+1.63%
3 Months
+8.29%
6 Months
+8.72%
YTD
+13.71%
1 Year
+29.31%
3 Years (annualized)
+20.81%
5 Years (annualized)
+11.98%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.71%
Peer Avg (YTD)
+9.41%
vs Peers
+4.30%

APDNX Mutual Fund Performance

APDNX performance across multiple time periods: 1-month 1.63%, YTD 13.71%, 1-year 29.31%, 3-year 20.81%, 5-year 11.98%.

APDNX returns outperform the peer average of 9.41% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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