APDRX Mutual Fund

APDRX Mutual Fund

NAV$36.92
See how much of APDRX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.29%
3 Months
+0.48%
6 Months
+2.17%
YTD
+3.18%
1 Year
+5.04%
3 Years (annualized)
+12.03%
5 Years (annualized)
+2.89%
10 Years (annualized)
+10.96%

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
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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+3.18%
Peer Avg (YTD)
+6.23%
vs Peers
-3.05%

APDRX Mutual Fund Performance

APDRX performance across multiple time periods: 1-month -3.29%, YTD 3.18%, 1-year 5.04%, 3-year 12.03%, 5-year 2.89%, 10-year 10.96%.

APDRX returns trail the peer average of 6.23% 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.