APPIX Mutual Fund

APPIX Mutual Fund

NAV$12.36
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Returns Overview

1 Month
+4.00%
3 Months
+5.16%
6 Months
+12.85%
YTD
+25.50%
1 Year
+26.03%
3 Years (annualized)
+13.74%
5 Years (annualized)
+7.63%
10 Years (annualized)
+8.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APPIX 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
Morningstar Global Markets Small-Mid Cap Index(MSGMSMCI)
This Mutual Fund (YTD)
+25.50%
Peer Avg (YTD)
+8.52%
vs Peers
+16.98%

APPIX Mutual Fund Performance

APPIX performance across multiple time periods: 1-month 4.00%, YTD 25.50%, 1-year 26.03%, 3-year 13.74%, 5-year 7.63%, 10-year 8.50%.

APPIX returns outperform the peer average of 8.52% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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