APDNX Mutual Fund

APDNX Mutual Fund

NAV$22.39
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Returns Overview

1 Month
+1.07%
3 Months
-0.46%
6 Months
+7.80%
YTD
+12.02%
1 Year
+20.94%
3 Years (annualized)
+24.89%
5 Years (annualized)
+11.97%

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
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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)
+12.02%
Peer Avg (YTD)
+9.28%
vs Peers
+2.75%

APDNX Mutual Fund Performance

APDNX performance across multiple time periods: 1-month 1.07%, YTD 12.02%, 1-year 20.94%, 3-year 24.89%, 5-year 11.97%.

APDNX returns outperform the peer average of 9.28% YTD. With an expense ratio of 0.66%, 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.