APFPX Mutual Fund

APFPX Mutual Fund

NAV$11.23
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Returns Overview

1 Month
+1.16%
3 Months
+0.91%
6 Months
+3.09%
YTD
+4.92%
1 Year
+11.25%
3 Years (annualized)
+9.37%

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
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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
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+4.92%
Peer Avg (YTD)
+3.39%
vs Peers
+1.53%

APFPX Mutual Fund Performance

APFPX performance across multiple time periods: 1-month 1.16%, YTD 4.92%, 1-year 11.25%, 3-year 9.37%.

APFPX returns outperform the peer average of 3.39% 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.