APDDX Mutual Fund

APDDX Mutual Fund

NAV$19.98
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Returns Overview

1 Month
-2.63%
3 Months
-7.29%
6 Months
+8.82%
YTD
+2.21%
1 Year
+4.65%
3 Years (annualized)
+12.62%
5 Years (annualized)
+2.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APDDX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+2.21%
Peer Avg (YTD)
+6.72%
vs Peers
-4.51%

APDDX Mutual Fund Performance

APDDX performance across multiple time periods: 1-month -2.63%, YTD 2.21%, 1-year 4.65%, 3-year 12.62%, 5-year 2.34%.

APDDX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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