APODX Mutual Fund

APODX Mutual Fund

NAV$10.46
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Returns Overview

3 Months
-0.33%
6 Months
+0.80%
YTD
+1.77%
1 Year
+1.77%
3 Years (annualized)
+4.97%
5 Years (annualized)
+2.78%
10 Years (annualized)
+3.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APODX 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)
+1.77%
Peer Avg (YTD)
+2.15%
vs Peers
-0.39%

APODX Mutual Fund Performance

APODX performance across multiple time periods: YTD 1.77%, 1-year 1.77%, 3-year 4.97%, 5-year 2.78%, 10-year 3.12%.

APODX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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