APOCX Mutual Fund

APOCX Mutual Fund

NAV$9.76
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Returns Overview

1 Month
-0.10%
3 Months
-0.63%
6 Months
+0.17%
YTD
+0.89%
1 Year
+0.60%
3 Years (annualized)
+3.66%
5 Years (annualized)
+1.51%
10 Years (annualized)
+1.85%

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)
+0.89%
Peer Avg (YTD)
+2.15%
vs Peers
-1.27%

APOCX Mutual Fund Performance

APOCX performance across multiple time periods: 1-month -0.10%, YTD 0.89%, 1-year 0.60%, 3-year 3.66%, 5-year 1.51%, 10-year 1.85%.

APOCX returns trail the peer average of 2.15% 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.