APDUX Mutual Fund

APDUX Mutual Fund

NAV$9.24
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Returns Overview

1 Month
+0.60%
3 Months
+1.48%
6 Months
+3.58%
YTD
+2.96%
1 Year
+4.99%
3 Years (annualized)
+7.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APDUX 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
S&P UBS Leveraged Loan Index
This Mutual Fund (YTD)
+2.96%
Peer Avg (YTD)
+2.15%
vs Peers
+0.80%

APDUX Mutual Fund Performance

APDUX performance across multiple time periods: 1-month 0.60%, YTD 2.96%, 1-year 4.99%, 3-year 7.06%.

APDUX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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