APGZX Mutual Fund

APGZX Mutual Fund

NAV$114.40
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Returns Overview

1 Month
-3.22%
3 Months
-0.41%
6 Months
-0.23%
YTD
+1.93%
1 Year
+0.05%
3 Years (annualized)
+18.31%
5 Years (annualized)
+7.74%
10 Years (annualized)
+16.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APGZX 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
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📉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)
+1.93%
Peer Avg (YTD)
+5.23%
vs Peers
-3.31%

APGZX Mutual Fund Performance

APGZX performance across multiple time periods: 1-month -3.22%, YTD 1.93%, 1-year 0.05%, 3-year 18.31%, 5-year 7.74%, 10-year 16.03%.

APGZX returns trail the peer average of 5.23% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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