APITX Mutual Fund

APITX Mutual Fund

NAV$14.09
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Returns Overview

1 Month
-4.82%
3 Months
-7.88%
6 Months
-7.18%
YTD
+3.32%
1 Year
+2.89%
3 Years (annualized)
+14.87%
5 Years (annualized)
+4.69%
10 Years (annualized)
+15.54%

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)
+3.32%
Peer Avg (YTD)
+8.01%
vs Peers
-4.68%

APITX Mutual Fund Performance

APITX performance across multiple time periods: 1-month -4.82%, YTD 3.32%, 1-year 2.89%, 3-year 14.87%, 5-year 4.69%, 10-year 15.54%.

APITX returns trail the peer average of 8.01% 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.