APGXX Mutual Fund

APGXX Mutual Fund

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Returns Overview

3 Months
+0.51%
6 Months
+1.27%
YTD
+2.28%
1 Year
+2.83%
3 Years (annualized)
+3.78%
5 Years (annualized)
+3.20%
10 Years (annualized)
+1.87%

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)
+2.28%
Peer Avg (YTD)
+2.21%
vs Peers
+0.06%

APGXX Mutual Fund Performance

APGXX performance across multiple time periods: YTD 2.28%, 1-year 2.83%, 3-year 3.78%, 5-year 3.20%, 10-year 1.87%.

APGXX returns outperform the peer average of 2.21% 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.