APGYX Mutual Fund

APGYX Mutual Fund

NAV$120.56
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Returns Overview

1 Month
+1.66%
3 Months
-2.14%
6 Months
+6.94%
YTD
+3.97%
1 Year
+7.05%
3 Years (annualized)
+16.89%
5 Years (annualized)
+8.13%
10 Years (annualized)
+15.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APGYX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+3.97%
Peer Avg (YTD)
+8.51%
vs Peers
-4.54%

APGYX Mutual Fund Performance

APGYX performance across multiple time periods: 1-month 1.66%, YTD 3.97%, 1-year 7.05%, 3-year 16.89%, 5-year 8.13%, 10-year 15.97%.

APGYX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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