APLIX Mutual Fund

APLIX Mutual Fund

NAV$14.48
See how much of APLIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.13%
3 Months
+1.28%
6 Months
+7.03%
YTD
+7.51%
1 Year
+11.60%
3 Years (annualized)
+12.27%
5 Years (annualized)
+7.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APLIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.51%
Peer Avg (YTD)
+4.75%
vs Peers
+2.76%

APLIX Mutual Fund Performance

APLIX performance across multiple time periods: 1-month 1.13%, YTD 7.51%, 1-year 11.60%, 3-year 12.27%, 5-year 7.13%.

APLIX returns outperform the peer average of 4.75% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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