APXHX Mutual Fund

NAV$9.85
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Returns Overview

1 Month
-0.01%
3 Months
+1.85%
6 Months
+1.02%
YTD
+1.02%
1 Year
+4.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APXHX 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
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📉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

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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

This Mutual Fund (YTD)
+1.02%
Peer Avg (YTD)
+4.23%
vs Peers
-3.21%

APXHX Mutual Fund Performance

APXHX performance across multiple time periods: 1-month -0.01%, YTD 1.02%, 1-year 4.28%.

APXHX returns trail the peer average of 4.23% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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