APSDX Mutual Fund

APSDX Mutual Fund

NAV$19.01
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Returns Overview

1 Month
-3.99%
3 Months
+2.38%
6 Months
+2.62%
YTD
+1.75%
1 Year
+10.13%
3 Years (annualized)
+6.48%
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)
+1.75%
Peer Avg (YTD)
+9.54%
vs Peers
-7.79%

APSDX Mutual Fund Performance

APSDX performance across multiple time periods: 1-month -3.99%, YTD 1.75%, 1-year 10.13%, 3-year 6.48%, 5-year 3.11%, 10-year 10.92%.

APSDX returns trail the peer average of 9.54% 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.