APFPX Mutual Fund

APFPX Mutual Fund

NAV$11.29
See how much of APFPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.24%
3 Months
+2.33%
6 Months
+2.45%
YTD
+6.22%
1 Year
+11.47%
3 Years (annualized)
+9.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APFPX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+6.22%
Peer Avg (YTD)
+3.78%
vs Peers
+2.44%

APFPX Mutual Fund Performance

APFPX performance across multiple time periods: 1-month 1.24%, YTD 6.22%, 1-year 11.47%, 3-year 9.94%.

APFPX returns outperform the peer average of 3.78% YTD. With an expense ratio of 1.69%, investors should weigh costs against performance when evaluating this mutual fund.

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