APDTX Mutual Fund

NAV$29.35

Returns Overview

1 Month
+4.81%
3 Months
+21.16%
6 Months
+16.66%
YTD
+14.46%
1 Year
+19.29%
3 Years (annualized)
+24.27%
5 Years (annualized)
+12.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APDTX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+14.46%
Peer Avg (YTD)
+8.97%
vs Peers
+5.49%

APDTX Mutual Fund Performance

APDTX performance across multiple time periods: 1-month 4.81%, YTD 14.46%, 1-year 19.29%, 3-year 24.27%, 5-year 12.74%.

APDTX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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