APWIX Mutual Fund

NAV$13.41

Returns Overview

1 Month
+0.30%
3 Months
+9.06%
6 Months
+3.77%
YTD
+3.69%
1 Year
+7.53%
3 Years (annualized)
+7.04%
5 Years (annualized)
+2.78%
10 Years (annualized)
+4.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APWIX 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)
+3.69%
Peer Avg (YTD)
+6.73%
vs Peers
-3.03%

APWIX Mutual Fund Performance

APWIX performance across multiple time periods: 1-month 0.30%, YTD 3.69%, 1-year 7.53%, 3-year 7.04%, 5-year 2.78%, 10-year 4.35%.

APWIX returns trail the peer average of 6.73% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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