APECX Mutual Fund

APECX Mutual Fund

NAV$10.97
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Returns Overview

1 Month
-0.43%
3 Months
+0.04%
6 Months
+0.64%
YTD
+1.18%
1 Year
+3.90%
3 Years (annualized)
+6.68%
5 Years (annualized)
+2.66%
10 Years (annualized)
+3.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APECX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA US Cash Pay High Yield Constrained Index
This Mutual Fund (YTD)
+1.18%
Peer Avg (YTD)
+0.12%
vs Peers
+1.06%

APECX Mutual Fund Performance

APECX performance across multiple time periods: 1-month -0.43%, YTD 1.18%, 1-year 3.90%, 3-year 6.68%, 5-year 2.66%, 10-year 3.87%.

APECX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.73%, investors should weigh costs against performance when evaluating this mutual fund.

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