APIUX Mutual Fund

APIUX Mutual Fund

NAV$8.31
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Returns Overview

1 Month
+1.33%
3 Months
-0.70%
6 Months
-1.09%
YTD
-0.64%
1 Year
-0.07%
3 Years (annualized)
+6.02%
5 Years (annualized)
+0.80%
10 Years (annualized)
+2.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APIUX 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)
-0.64%
Peer Avg (YTD)
+5.30%
vs Peers
-5.95%

APIUX Mutual Fund Performance

APIUX performance across multiple time periods: 1-month 1.33%, YTD -0.64%, 1-year -0.07%, 3-year 6.02%, 5-year 0.80%, 10-year 2.65%.

APIUX returns trail the peer average of 5.30% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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