APDYX Mutual Fund

APDYX Mutual Fund

NAV$23.37
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Returns Overview

1 Month
+2.03%
3 Months
+12.03%
6 Months
+3.13%
YTD
-0.52%
1 Year
-6.67%
3 Years (annualized)
+10.00%
5 Years (annualized)
-0.78%
10 Years (annualized)
+10.39%

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)
-0.52%
Peer Avg (YTD)
+17.66%
vs Peers
-18.18%

APDYX Mutual Fund Performance

APDYX performance across multiple time periods: 1-month 2.03%, YTD -0.52%, 1-year -6.67%, 3-year 10.00%, 5-year -0.78%, 10-year 10.39%.

APDYX returns trail the peer average of 17.66% 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.