APGAX Mutual Fund

APGAX Mutual Fund

NAV$101.38
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Returns Overview

1 Month
-1.39%
3 Months
+0.09%
6 Months
+2.71%
YTD
+2.14%
1 Year
+5.95%
3 Years (annualized)
+15.66%
5 Years (annualized)
+8.11%
10 Years (annualized)
+15.52%

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
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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+2.14%
Peer Avg (YTD)
+6.23%
vs Peers
-4.09%

APGAX Mutual Fund Performance

APGAX performance across multiple time periods: 1-month -1.39%, YTD 2.14%, 1-year 5.95%, 3-year 15.66%, 5-year 8.11%, 10-year 15.52%.

APGAX returns trail the peer average of 6.23% 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.