APDPX Mutual Fund

APDPX Mutual Fund

NAV$11.24
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Returns Overview

1 Month
+1.17%
3 Months
+0.94%
6 Months
+3.14%
YTD
+4.98%
1 Year
+11.36%
3 Years (annualized)
+9.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APDPX 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
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+4.98%
Peer Avg (YTD)
+3.39%
vs Peers
+1.59%

APDPX Mutual Fund Performance

APDPX performance across multiple time periods: 1-month 1.17%, YTD 4.98%, 1-year 11.36%, 3-year 9.42%.

APDPX returns outperform the peer average of 3.39% YTD. With an expense ratio of 1.59%, investors should weigh costs against performance when evaluating this mutual fund.

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