APDQX Mutual Fund

NAV$16.10

Returns Overview

1 Month
+3.79%
3 Months
+9.89%
6 Months
+4.50%
YTD
+3.72%
1 Year
+1.38%
3 Years (annualized)
+4.36%
5 Years (annualized)
-3.47%
10 Years (annualized)
+3.58%

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

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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
Russell Midcap Value Index
This Mutual Fund (YTD)
+3.72%
Peer Avg (YTD)
+10.82%
vs Peers
-7.10%

APDQX Mutual Fund Performance

APDQX performance across multiple time periods: 1-month 3.79%, YTD 3.72%, 1-year 1.38%, 3-year 4.36%, 5-year -3.47%, 10-year 3.58%.

APDQX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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