APIIX Mutual Fund

APIIX Mutual Fund

NAV$9.09
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Returns Overview

1 Month
-1.03%
3 Months
-0.25%
6 Months
-0.30%
YTD
+0.02%
1 Year
+3.42%
3 Years (annualized)
+5.60%
5 Years (annualized)
+1.21%
10 Years (annualized)
+3.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APIIX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.02%
Peer Avg (YTD)
+5.54%
vs Peers
-5.52%

APIIX Mutual Fund Performance

APIIX performance across multiple time periods: 1-month -1.03%, YTD 0.02%, 1-year 3.42%, 3-year 5.60%, 5-year 1.21%, 10-year 3.20%.

APIIX returns trail the peer average of 5.54% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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