APDRX Mutual Fund

APDRX Mutual Fund

NAV$34.77
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Returns Overview

1 Month
-1.12%
3 Months
-2.18%
6 Months
-1.71%
YTD
+0.93%
1 Year
-2.97%
3 Years (annualized)
+14.50%
5 Years (annualized)
+1.47%
10 Years (annualized)
+10.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APDRX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+0.93%
Peer Avg (YTD)
+5.23%
vs Peers
-4.30%

APDRX Mutual Fund Performance

APDRX performance across multiple time periods: 1-month -1.12%, YTD 0.93%, 1-year -2.97%, 3-year 14.50%, 5-year 1.47%, 10-year 10.67%.

APDRX returns trail the peer average of 5.23% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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