APWEX Mutual Fund

APWEX Mutual Fund

NAV$20.43
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Returns Overview

1 Month
+4.03%
3 Months
+4.87%
6 Months
-2.71%
YTD
+28.98%
1 Year
+28.36%
3 Years (annualized)
+21.46%
5 Years (annualized)
+18.80%
10 Years (annualized)
+11.75%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+28.98%
Peer Avg (YTD)
+25.52%
vs Peers
+3.46%

APWEX Mutual Fund Performance

APWEX performance across multiple time periods: 1-month 4.03%, YTD 28.98%, 1-year 28.36%, 3-year 21.46%, 5-year 18.80%, 10-year 11.75%.

APWEX returns outperform the peer average of 25.52% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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