APTIX Mutual Fund

APTIX Mutual Fund

NAV$9.23
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Returns Overview

1 Month
+0.22%
3 Months
-0.58%
6 Months
+1.41%
YTD
-1.21%
1 Year
+0.02%
3 Years (annualized)
-2.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APTIX 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
Bloomberg Barclays US Treasury Inflation Protected Securities (TIPS) Index(^BBUTIPSTR)
This Mutual Fund (YTD)
-1.21%
Peer Avg (YTD)
+0.49%
vs Peers
-1.71%

APTIX Mutual Fund Performance

APTIX performance across multiple time periods: 1-month 0.22%, YTD -1.21%, 1-year 0.02%, 3-year -2.64%.

APTIX returns trail the peer average of 0.49% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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