APOIX Mutual Fund

APOIX Mutual Fund

NAV$10.47
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Returns Overview

1 Month
+0.19%
3 Months
-0.25%
6 Months
+1.09%
YTD
+1.67%
1 Year
+3.09%
3 Years (annualized)
+4.75%
5 Years (annualized)
+2.56%
10 Years (annualized)
+2.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APOIX 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
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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)
+1.67%
Peer Avg (YTD)
+0.12%
vs Peers
+1.55%

APOIX Mutual Fund Performance

APOIX performance across multiple time periods: 1-month 0.19%, YTD 1.67%, 1-year 3.09%, 3-year 4.75%, 5-year 2.56%, 10-year 2.85%.

APOIX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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