APSDX Mutual Fund

APSDX Mutual Fund

NAV$17.85
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Returns Overview

1 Month
-6.83%
3 Months
-6.38%
6 Months
+6.73%
YTD
-0.79%
1 Year
+3.26%
3 Years (annualized)
+10.70%
5 Years (annualized)
+3.11%
10 Years (annualized)
+10.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APSDX 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
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
-0.79%
Peer Avg (YTD)
+6.72%
vs Peers
-7.51%

APSDX Mutual Fund Performance

APSDX performance across multiple time periods: 1-month -6.83%, YTD -0.79%, 1-year 3.26%, 3-year 10.70%, 5-year 3.11%, 10-year 10.92%.

APSDX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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