APLIX Mutual Fund

APLIX Mutual Fund

NAV$14.33
See how much of APLIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.73%
3 Months
+2.69%
6 Months
+4.97%
YTD
+6.31%
1 Year
+13.71%
3 Years (annualized)
+11.34%
5 Years (annualized)
+6.92%

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)
+6.31%
Peer Avg (YTD)
+2.39%
vs Peers
+3.92%

APLIX Mutual Fund Performance

APLIX performance across multiple time periods: 1-month 1.73%, YTD 6.31%, 1-year 13.71%, 3-year 11.34%, 5-year 6.92%.

APLIX returns outperform the peer average of 2.39% 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.