APFOX Mutual Fund

NAV$11.21

Returns Overview

1 Month
+1.38%
3 Months
+5.40%
6 Months
+6.06%
YTD
+5.86%
1 Year
+14.86%
3 Years (annualized)
+11.73%

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
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
J.P. Morgan EMB Hard Currency / Local Currency 50/50(^JPMEMBUCLC)
This Mutual Fund (YTD)
+5.86%
Peer Avg (YTD)
+4.14%
vs Peers
+1.72%

APFOX Mutual Fund Performance

APFOX performance across multiple time periods: 1-month 1.38%, YTD 5.86%, 1-year 14.86%, 3-year 11.73%.

APFOX returns outperform the peer average of 4.14% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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