APWEX Mutual Fund

NAV$21.91

Returns Overview

1 Month
-2.85%
3 Months
-3.49%
6 Months
+24.46%
YTD
+21.20%
1 Year
+32.77%
3 Years (annualized)
+22.51%
5 Years (annualized)
+19.04%
10 Years (annualized)
+11.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APWEX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+21.20%
Peer Avg (YTD)
+14.02%
vs Peers
+7.18%

APWEX Mutual Fund Performance

APWEX performance across multiple time periods: 1-month -2.85%, YTD 21.20%, 1-year 32.77%, 3-year 22.51%, 5-year 19.04%, 10-year 11.18%.

APWEX returns outperform the peer average of 14.02% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

APWEX performance comparison shows side-by-side returns with another fund. APWEX alternatives are available in the Mutual Fund Screener.