APSTX Mutual Fund

APSTX Mutual Fund

NAV$9.29
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Returns Overview

1 Month
-0.46%
3 Months
-0.09%
6 Months
+0.30%
YTD
+0.56%
1 Year
+2.67%
3 Years (annualized)
+4.71%
5 Years (annualized)
+1.79%
10 Years (annualized)
+1.81%

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)
+0.56%
Peer Avg (YTD)
+0.12%
vs Peers
+0.44%

APSTX Mutual Fund Performance

APSTX performance across multiple time periods: 1-month -0.46%, YTD 0.56%, 1-year 2.67%, 3-year 4.71%, 5-year 1.79%, 10-year 1.81%.

APSTX returns outperform the peer average of 0.12% 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.