APAYX Mutual Fund

APAYX Mutual Fund

NAV$12.56
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Returns Overview

1 Month
+1.14%
3 Months
+4.31%
6 Months
+6.87%
YTD
+23.43%
1 Year
+22.93%
3 Years (annualized)
+16.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APAYX 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
Dow Jones US Select Dividend Index(DJDVP)
This Mutual Fund (YTD)
+23.43%
Peer Avg (YTD)
+8.51%
vs Peers
+14.92%

APAYX Mutual Fund Performance

APAYX performance across multiple time periods: 1-month 1.14%, YTD 23.43%, 1-year 22.93%, 3-year 16.79%.

APAYX returns outperform the peer average of 8.51% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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