APGCX Mutual Fund

APGCX Mutual Fund

NAV$120.15
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Returns Overview

1 Month
+1.57%
3 Months
-2.38%
6 Months
+6.41%
YTD
+3.29%
1 Year
+5.99%
3 Years (annualized)
+19.05%
5 Years (annualized)
+8.89%
10 Years (annualized)
+15.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APGCX 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)
+3.29%
Peer Avg (YTD)
+8.51%
vs Peers
-5.22%

APGCX Mutual Fund Performance

APGCX performance across multiple time periods: 1-month 1.57%, YTD 3.29%, 1-year 5.99%, 3-year 19.05%, 5-year 8.89%, 10-year 15.79%.

APGCX returns trail the peer average of 8.51% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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