APGRX Mutual Fund

APGRX Mutual Fund

NAV$23.20
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Returns Overview

1 Month
-4.79%
3 Months
-7.69%
6 Months
-6.73%
YTD
+4.11%
1 Year
+3.84%
3 Years (annualized)
+16.00%
5 Years (annualized)
+2.63%
10 Years (annualized)
+9.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APGRX 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
MSCI World Index Total Return(MRWO)
This Mutual Fund (YTD)
+4.11%
Peer Avg (YTD)
+8.01%
vs Peers
-3.89%

APGRX Mutual Fund Performance

APGRX performance across multiple time periods: 1-month -4.79%, YTD 4.11%, 1-year 3.84%, 3-year 16.00%, 5-year 2.63%, 10-year 9.90%.

APGRX returns trail the peer average of 8.01% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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