APDQX Mutual Fund

APDQX Mutual Fund

NAV$16.03
See how much of APDQX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.06%
3 Months
+7.26%
6 Months
+5.47%
YTD
+6.90%
1 Year
+11.88%
3 Years (annualized)
+5.64%
5 Years (annualized)
+4.52%
10 Years (annualized)
+7.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APDQX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Value Index
This Mutual Fund (YTD)
+6.90%
Peer Avg (YTD)
+9.54%
vs Peers
-2.64%

APDQX Mutual Fund Performance

APDQX performance across multiple time periods: 1-month 3.06%, YTD 6.90%, 1-year 11.88%, 3-year 5.64%, 5-year 4.52%, 10-year 7.45%.

APDQX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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