APDUX Mutual Fund

NAV$9.32

Returns Overview

1 Month
+0.09%
3 Months
+2.23%
6 Months
+1.65%
YTD
+1.54%
1 Year
+5.00%
3 Years (annualized)
+7.49%

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
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 UBS Leveraged Loan Index
This Mutual Fund (YTD)
+1.54%
Peer Avg (YTD)
+3.23%
vs Peers
-1.68%

APDUX Mutual Fund Performance

APDUX performance across multiple time periods: 1-month 0.09%, YTD 1.54%, 1-year 5.00%, 3-year 7.49%.

APDUX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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