APKXX Mutual Fund

APKXX Mutual Fund

NAV$1.00
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Returns Overview

1 Month
+0.28%
3 Months
+0.85%
6 Months
+1.71%
YTD
+1.71%
1 Year
+3.73%
3 Years (annualized)
+4.34%
5 Years (annualized)
+3.24%
10 Years (annualized)
+2.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APKXX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA Merrill Lynch 1-5 Year US Corporate/Government Index(^ICEBAMLYUSCGI)
This Mutual Fund (YTD)
+1.71%
Peer Avg (YTD)
+1.70%
vs Peers
+0.01%

APKXX Mutual Fund Performance

APKXX performance across multiple time periods: 1-month 0.28%, YTD 1.71%, 1-year 3.73%, 3-year 4.34%, 5-year 3.24%, 10-year 2.06%.

APKXX returns outperform the peer average of 1.70% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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