APPLX Mutual Fund

APPLX Mutual Fund

NAV$12.24
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Returns Overview

1 Month
+3.96%
3 Months
+5.06%
6 Months
+12.73%
YTD
+25.30%
1 Year
+25.75%
3 Years (annualized)
+13.51%
5 Years (annualized)
+7.44%
10 Years (annualized)
+8.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APPLX 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
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📉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)
+25.30%
Peer Avg (YTD)
+8.52%
vs Peers
+16.78%

APPLX Mutual Fund Performance

APPLX performance across multiple time periods: 1-month 3.96%, YTD 25.30%, 1-year 25.75%, 3-year 13.51%, 5-year 7.44%, 10-year 8.30%.

APPLX returns outperform the peer average of 8.52% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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