APGXX Mutual Fund

APGXX Mutual Fund

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Returns Overview

1 Month
+0.26%
3 Months
+0.76%
6 Months
+1.52%
YTD
+2.02%
1 Year
+3.18%
3 Years (annualized)
+2.61%
5 Years (annualized)
+2.28%
10 Years (annualized)
+1.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APGXX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA Merrill Lynch 1-5 Year US Corporate/Government Index(^ICEBAMLYUSCGI)
This Mutual Fund (YTD)
+2.02%
Peer Avg (YTD)
+2.25%
vs Peers
-0.23%

APGXX Mutual Fund Performance

APGXX performance across multiple time periods: 1-month 0.26%, YTD 2.02%, 1-year 3.18%, 3-year 2.61%, 5-year 2.28%, 10-year 1.43%.

APGXX returns trail the peer average of 2.25% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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