APDTX Mutual Fund

APDTX Mutual Fund

NAV$28.82
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Returns Overview

1 Month
-2.29%
3 Months
+8.85%
6 Months
+11.53%
YTD
+13.98%
1 Year
+13.91%
3 Years (annualized)
+22.78%
5 Years (annualized)
+11.24%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.98%
Peer Avg (YTD)
+6.23%
vs Peers
+7.75%

APDTX Mutual Fund Performance

APDTX performance across multiple time periods: 1-month -2.29%, YTD 13.98%, 1-year 13.91%, 3-year 22.78%, 5-year 11.24%.

APDTX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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