APSRX Mutual Fund

APSRX Mutual Fund

NAV$17.36
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Returns Overview

1 Month
-4.02%
3 Months
+2.29%
6 Months
+2.47%
YTD
+1.58%
1 Year
+9.85%
3 Years (annualized)
+6.13%
5 Years (annualized)
+2.81%
10 Years (annualized)
+10.59%

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
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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)
+1.58%
Peer Avg (YTD)
+9.54%
vs Peers
-7.96%

APSRX Mutual Fund Performance

APSRX performance across multiple time periods: 1-month -4.02%, YTD 1.58%, 1-year 9.85%, 3-year 6.13%, 5-year 2.81%, 10-year 10.59%.

APSRX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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