APUSX Mutual Fund

APUSX Mutual Fund

NAV$9.97
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Returns Overview

1 Month
+0.11%
3 Months
+0.48%
6 Months
+0.96%
YTD
+1.10%
1 Year
+2.21%
3 Years (annualized)
+2.83%
5 Years (annualized)
+1.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APUSX 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
PROUpgrade to run
🏦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 1 Year Municipal Bond Index(^BYMBIMBI)
This Mutual Fund (YTD)
+1.10%
Peer Avg (YTD)
+0.23%
vs Peers
+0.87%

APUSX Mutual Fund Performance

APUSX performance across multiple time periods: 1-month 0.11%, YTD 1.10%, 1-year 2.21%, 3-year 2.83%, 5-year 1.90%.

APUSX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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