APDYX Mutual Fund

APDYX Mutual Fund

NAV$23.83
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Returns Overview

1 Month
+7.28%
3 Months
+9.60%
6 Months
+17.90%
YTD
+6.72%
1 Year
-2.02%
3 Years (annualized)
+16.37%
5 Years (annualized)
+0.24%
10 Years (annualized)
+10.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APDYX 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+6.72%
Peer Avg (YTD)
+20.14%
vs Peers
-13.42%

APDYX Mutual Fund Performance

APDYX performance across multiple time periods: 1-month 7.28%, YTD 6.72%, 1-year -2.02%, 3-year 16.37%, 5-year 0.24%, 10-year 10.76%.

APDYX returns trail the peer average of 20.14% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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