APSRX Mutual Fund

NAV$18.07

Returns Overview

1 Month
+5.10%
3 Months
+13.87%
6 Months
+6.52%
YTD
+5.83%
1 Year
+16.54%
3 Years (annualized)
+8.21%
5 Years (annualized)
+3.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APSRX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+5.83%
Peer Avg (YTD)
+10.82%
vs Peers
-4.98%

APSRX Mutual Fund Performance

APSRX performance across multiple time periods: 1-month 5.10%, YTD 5.83%, 1-year 16.54%, 3-year 8.21%, 5-year 3.26%.

APSRX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

APSRX performance comparison shows side-by-side returns with another fund. APSRX alternatives are available in the Mutual Fund Screener.