APSTX Mutual Fund

APSTX Mutual Fund

NAV$9.14
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Returns Overview

1 Month
+0.40%
3 Months
+0.11%
6 Months
-0.29%
YTD
+0.96%
1 Year
+2.48%
3 Years (annualized)
+4.73%
5 Years (annualized)
+1.87%
10 Years (annualized)
+1.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APSTX 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
ICE Bank of America Merrill Lynch 1-5 Year Corporate/Government Index(^IBML5YCG)
This Mutual Fund (YTD)
+0.96%
Peer Avg (YTD)
+2.15%
vs Peers
-1.19%

APSTX Mutual Fund Performance

APSTX performance across multiple time periods: 1-month 0.40%, YTD 0.96%, 1-year 2.48%, 3-year 4.73%, 5-year 1.87%, 10-year 1.86%.

APSTX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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