APOCX Mutual Fund

APOCX Mutual Fund

NAV$9.90
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Returns Overview

3 Months
-0.53%
6 Months
+0.58%
YTD
+0.99%
1 Year
+2.02%
3 Years (annualized)
+3.69%
5 Years (annualized)
+1.53%
10 Years (annualized)
+1.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APOCX 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)
+0.99%
Peer Avg (YTD)
+0.12%
vs Peers
+0.87%

APOCX Mutual Fund Performance

APOCX performance across multiple time periods: YTD 0.99%, 1-year 2.02%, 3-year 3.69%, 5-year 1.53%, 10-year 1.82%.

APOCX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.59%, investors should weigh costs against performance when evaluating this mutual fund.

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