APITX Mutual Fund

APITX Mutual Fund

NAV$15.88
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Returns Overview

1 Month
-6.38%
3 Months
+0.76%
6 Months
+9.30%
YTD
+13.77%
1 Year
+17.66%
3 Years (annualized)
+11.15%
5 Years (annualized)
+3.99%
10 Years (annualized)
+9.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APITX 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
MSCI World Index Total Return(MRWO)
This Mutual Fund (YTD)
+13.77%
Peer Avg (YTD)
+9.54%
vs Peers
+4.23%

APITX Mutual Fund Performance

APITX performance across multiple time periods: 1-month -6.38%, YTD 13.77%, 1-year 17.66%, 3-year 11.15%, 5-year 3.99%, 10-year 9.46%.

APITX returns outperform the peer average of 9.54% YTD. With an expense ratio of 2.26%, investors should weigh costs against performance when evaluating this mutual fund.

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