APITX Mutual Fund

NAV$16.43

Returns Overview

1 Month
+4.37%
3 Months
+22.22%
6 Months
+21.52%
YTD
+19.80%
1 Year
+30.01%
3 Years (annualized)
+15.33%
5 Years (annualized)
+9.01%
10 Years (annualized)
+17.59%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI World Index Total Return(MRWO)
This Mutual Fund (YTD)
+19.80%
Peer Avg (YTD)
+10.82%
vs Peers
+8.99%

APITX Mutual Fund Performance

APITX performance across multiple time periods: 1-month 4.37%, YTD 19.80%, 1-year 30.01%, 3-year 15.33%, 5-year 9.01%, 10-year 17.59%.

APITX returns outperform the peer average of 10.82% YTD. With an expense ratio of 2.26%, investors should weigh costs against performance when evaluating this mutual fund.

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