APGRX Mutual Fund

NAV$25.88

Returns Overview

1 Month
+4.42%
3 Months
+22.54%
6 Months
+22.15%
YTD
+20.35%
1 Year
+31.33%
3 Years (annualized)
+16.47%
5 Years (annualized)
+9.14%
10 Years (annualized)
+17.13%

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
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
MSCI World Index Total Return(MRWO)
This Mutual Fund (YTD)
+20.35%
Peer Avg (YTD)
+10.82%
vs Peers
+9.53%

APGRX Mutual Fund Performance

APGRX performance across multiple time periods: 1-month 4.42%, YTD 20.35%, 1-year 31.33%, 3-year 16.47%, 5-year 9.14%, 10-year 17.13%.

APGRX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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