APSRX Mutual Fund

APSRX Mutual Fund

NAV$17.28
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Returns Overview

1 Month
+4.65%
3 Months
+5.56%
6 Months
+9.83%
YTD
+6.30%
1 Year
+10.01%
3 Years (annualized)
+8.44%
5 Years (annualized)
+3.32%
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
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📉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)
+6.30%
Peer Avg (YTD)
+9.89%
vs Peers
-3.59%

APSRX Mutual Fund Performance

APSRX performance across multiple time periods: 1-month 4.65%, YTD 6.30%, 1-year 10.01%, 3-year 8.44%, 5-year 3.32%, 10-year 10.59%.

APSRX returns trail the peer average of 9.89% 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.