APFOX Mutual Fund

APFOX Mutual Fund

NAV$11.27
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Returns Overview

1 Month
+0.88%
3 Months
+3.45%
6 Months
+4.70%
YTD
+6.79%
1 Year
+14.63%
3 Years (annualized)
+11.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APFOX 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
J.P. Morgan EMB Hard Currency / Local Currency 50/50(^JPMEMBUCLC)
This Mutual Fund (YTD)
+6.79%
Peer Avg (YTD)
+3.39%
vs Peers
+3.40%

APFOX Mutual Fund Performance

APFOX performance across multiple time periods: 1-month 0.88%, YTD 6.79%, 1-year 14.63%, 3-year 11.46%.

APFOX returns outperform the peer average of 3.39% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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