APDHX Mutual Fund

APDHX Mutual Fund

NAV$23.39
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Returns Overview

1 Month
-3.81%
3 Months
-2.67%
6 Months
+4.63%
YTD
+4.67%
1 Year
+6.94%
3 Years (annualized)
+29.37%
5 Years (annualized)
+11.52%
10 Years (annualized)
+13.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APDHX 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)
+4.67%
Peer Avg (YTD)
+8.67%
vs Peers
-3.99%

APDHX Mutual Fund Performance

APDHX performance across multiple time periods: 1-month -3.81%, YTD 4.67%, 1-year 6.94%, 3-year 29.37%, 5-year 11.52%, 10-year 13.46%.

APDHX returns trail the peer average of 8.67% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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