APIIX Mutual Fund

APIIX Mutual Fund

NAV$8.83
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Returns Overview

1 Month
+0.34%
3 Months
-0.46%
6 Months
-0.57%
YTD
+0.36%
1 Year
+2.72%
3 Years (annualized)
+5.74%
5 Years (annualized)
+1.25%
10 Years (annualized)
+3.07%

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)
+0.36%
Peer Avg (YTD)
+6.28%
vs Peers
-5.93%

APIIX Mutual Fund Performance

APIIX performance across multiple time periods: 1-month 0.34%, YTD 0.36%, 1-year 2.72%, 3-year 5.74%, 5-year 1.25%, 10-year 3.07%.

APIIX returns trail the peer average of 6.28% 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.