APDFX Mutual Fund

APDFX Mutual Fund

NAV$8.67
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Returns Overview

1 Month
-2.29%
3 Months
-1.32%
6 Months
+0.89%
YTD
-0.05%
1 Year
+1.02%
3 Years (annualized)
+8.35%
5 Years (annualized)
+4.67%
10 Years (annualized)
+6.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APDFX 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
ICE BofA US High Yield Master II Index(^ICEBAUSHYMIII)
This Mutual Fund (YTD)
-0.05%
Peer Avg (YTD)
+0.50%
vs Peers
-0.55%

APDFX Mutual Fund Performance

APDFX performance across multiple time periods: 1-month -2.29%, YTD -0.05%, 1-year 1.02%, 3-year 8.35%, 5-year 4.67%, 10-year 6.22%.

APDFX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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