APSGX Mutual Fund

APSGX Mutual Fund

NAV$18.00
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Returns Overview

1 Month
+0.80%
3 Months
-1.66%
6 Months
+0.62%
YTD
+0.06%
1 Year
+2.33%
3 Years (annualized)
+10.68%
5 Years (annualized)
+1.40%
10 Years (annualized)
+11.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APSGX 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)
+0.06%
Peer Avg (YTD)
+8.01%
vs Peers
-7.95%

APSGX Mutual Fund Performance

APSGX performance across multiple time periods: 1-month 0.80%, YTD 0.06%, 1-year 2.33%, 3-year 10.68%, 5-year 1.40%, 10-year 11.17%.

APSGX returns trail the peer average of 8.01% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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