APDSX Mutual Fund

APDSX Mutual Fund

NAV$42.09
See how much of APDSX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-8.25%
3 Months
+6.86%
6 Months
+7.37%
YTD
+12.55%
1 Year
+23.61%
3 Years (annualized)
+10.54%
5 Years (annualized)
+0.01%
10 Years (annualized)
+11.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APDSX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+12.55%
Peer Avg (YTD)
+15.31%
vs Peers
-2.76%

APDSX Mutual Fund Performance

APDSX performance across multiple time periods: 1-month -8.25%, YTD 12.55%, 1-year 23.61%, 3-year 10.54%, 5-year 0.01%, 10-year 11.05%.

APDSX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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