APDIX Mutual Fund

APDIX Mutual Fund

NAV$31.65
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Returns Overview

1 Month
-4.22%
3 Months
-4.05%
6 Months
+4.44%
YTD
+7.73%
1 Year
+11.28%
3 Years (annualized)
+21.70%
5 Years (annualized)
+9.38%
10 Years (annualized)
+10.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APDIX 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 ex USA Index
This Mutual Fund (YTD)
+7.73%
Peer Avg (YTD)
+8.68%
vs Peers
-0.95%

APDIX Mutual Fund Performance

APDIX performance across multiple time periods: 1-month -4.22%, YTD 7.73%, 1-year 11.28%, 3-year 21.70%, 5-year 9.38%, 10-year 10.14%.

APDIX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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