APFWX Mutual Fund

APFWX Mutual Fund

NAV$12.10
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Returns Overview

1 Month
+2.04%
3 Months
+3.30%
6 Months
+5.33%
YTD
+8.91%
1 Year
+16.43%
3 Years (annualized)
+10.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APFWX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.91%
Peer Avg (YTD)
+11.41%
vs Peers
-2.50%

APFWX Mutual Fund Performance

APFWX performance across multiple time periods: 1-month 2.04%, YTD 8.91%, 1-year 16.43%, 3-year 10.90%.

APFWX returns trail the peer average of 11.41% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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