APGZX Mutual Fund

NAV$120.18

Returns Overview

1 Month
-2.39%
3 Months
+14.61%
6 Months
+3.53%
YTD
+3.75%
1 Year
+18.79%
3 Years (annualized)
+20.80%
5 Years (annualized)
+13.34%
10 Years (annualized)
+20.22%

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
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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+3.75%
Peer Avg (YTD)
+8.97%
vs Peers
-5.22%

APGZX Mutual Fund Performance

APGZX performance across multiple time periods: 1-month -2.39%, YTD 3.75%, 1-year 18.79%, 3-year 20.80%, 5-year 13.34%, 10-year 20.22%.

APGZX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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