APGAX Mutual Fund

APGAX Mutual Fund

NAV$103.55
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Returns Overview

1 Month
-2.41%
3 Months
+14.51%
6 Months
+3.36%
YTD
+3.58%
1 Year
+19.78%
3 Years (annualized)
+20.90%
5 Years (annualized)
+11.45%
10 Years (annualized)
+17.38%

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)
+3.58%
Peer Avg (YTD)
+8.97%
vs Peers
-5.39%

APGAX Mutual Fund Performance

APGAX performance across multiple time periods: 1-month -2.41%, YTD 3.58%, 1-year 19.78%, 3-year 20.90%, 5-year 11.45%, 10-year 17.38%.

APGAX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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