APGYX Mutual Fund

NAV$120.22
See inside every fund you own
$99/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
-2.40%
3 Months
+14.58%
6 Months
+3.48%
YTD
+3.70%
1 Year
+18.71%
3 Years (annualized)
+20.74%
5 Years (annualized)
+13.27%
10 Years (annualized)
+18.78%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+3.70%
Peer Avg (YTD)
+8.97%
vs Peers
-5.27%

APGYX Mutual Fund Performance

APGYX performance across multiple time periods: 1-month -2.40%, YTD 3.70%, 1-year 18.71%, 3-year 20.74%, 5-year 13.27%, 10-year 18.78%.

APGYX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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