APDPX Mutual Fund

NAV$11.15

Returns Overview

1 Month
-0.08%
3 Months
-0.09%
6 Months
+3.86%
YTD
+3.77%
1 Year
+11.25%
3 Years (annualized)
+9.28%

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
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
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+3.77%
Peer Avg (YTD)
+4.14%
vs Peers
-0.37%

APDPX Mutual Fund Performance

APDPX performance across multiple time periods: 1-month -0.08%, YTD 3.77%, 1-year 11.25%, 3-year 9.28%.

APDPX returns trail the peer average of 4.14% YTD. With an expense ratio of 1.59%, investors should weigh costs against performance when evaluating this mutual fund.

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