APGCX Mutual Fund

APGCX Mutual Fund

NAV$115.62
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Returns Overview

1 Month
-1.45%
3 Months
-0.11%
6 Months
+2.33%
YTD
+1.70%
1 Year
+5.15%
3 Years (annualized)
+14.80%
5 Years (annualized)
+7.30%
10 Years (annualized)
+15.61%

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
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)
+1.70%
Peer Avg (YTD)
+6.23%
vs Peers
-4.54%

APGCX Mutual Fund Performance

APGCX performance across multiple time periods: 1-month -1.45%, YTD 1.70%, 1-year 5.15%, 3-year 14.80%, 5-year 7.30%, 10-year 15.61%.

APGCX returns trail the peer average of 6.23% 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.