APIMX Mutual Fund

APIMX Mutual Fund

NAV$3.78
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Returns Overview

1 Month
+0.30%
3 Months
-0.32%
6 Months
-0.40%
YTD
+0.22%
1 Year
+1.99%
3 Years (annualized)
+4.41%
5 Years (annualized)
+2.07%
10 Years (annualized)
+2.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APIMX 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)
+0.22%
Peer Avg (YTD)
+2.15%
vs Peers
-1.93%

APIMX Mutual Fund Performance

APIMX performance across multiple time periods: 1-month 0.30%, YTD 0.22%, 1-year 1.99%, 3-year 4.41%, 5-year 2.07%, 10-year 2.50%.

APIMX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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