APIMX Mutual Fund

APIMX Mutual Fund

NAV$3.87
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Returns Overview

1 Month
-0.68%
3 Months
-0.33%
6 Months
-0.34%
YTD
+0.16%
1 Year
+2.80%
3 Years (annualized)
+4.48%
5 Years (annualized)
+1.98%
10 Years (annualized)
+2.54%

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)
+0.16%
Peer Avg (YTD)
+0.12%
vs Peers
+0.04%

APIMX Mutual Fund Performance

APIMX performance across multiple time periods: 1-month -0.68%, YTD 0.16%, 1-year 2.80%, 3-year 4.48%, 5-year 1.98%, 10-year 2.54%.

APIMX returns outperform the peer average of 0.12% 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.