APGAX Mutual Fund

APGAX Mutual Fund

NAV$103.79
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Returns Overview

1 Month
+1.63%
3 Months
-2.20%
6 Months
+6.80%
YTD
+3.81%
1 Year
+6.78%
3 Years (annualized)
+16.59%
5 Years (annualized)
+7.86%
10 Years (annualized)
+15.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APGAX 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
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📉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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+3.81%
Peer Avg (YTD)
+8.51%
vs Peers
-4.70%

APGAX Mutual Fund Performance

APGAX performance across multiple time periods: 1-month 1.63%, YTD 3.81%, 1-year 6.78%, 3-year 16.59%, 5-year 7.86%, 10-year 15.68%.

APGAX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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