APGCX Mutual Fund

NAV$118.81

Returns Overview

1 Month
-2.47%
3 Months
+14.30%
6 Months
+2.97%
YTD
+3.19%
1 Year
+17.57%
3 Years (annualized)
+19.56%
5 Years (annualized)
+10.38%
10 Years (annualized)
+16.37%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+3.19%
Peer Avg (YTD)
+8.97%
vs Peers
-5.78%

APGCX Mutual Fund Performance

APGCX performance across multiple time periods: 1-month -2.47%, YTD 3.19%, 1-year 17.57%, 3-year 19.56%, 5-year 10.38%, 10-year 16.37%.

APGCX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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