APDKX Mutual Fund

APDKX Mutual Fund

NAV$58.42
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Returns Overview

1 Month
-5.46%
3 Months
-2.94%
6 Months
+9.62%
YTD
+8.40%
1 Year
+13.48%
3 Years (annualized)
+17.31%
5 Years (annualized)
+11.71%
10 Years (annualized)
+11.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APDKX 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 US Index
This Mutual Fund (YTD)
+8.40%
Peer Avg (YTD)
+9.29%
vs Peers
-0.90%

APDKX Mutual Fund Performance

APDKX performance across multiple time periods: 1-month -5.46%, YTD 8.40%, 1-year 13.48%, 3-year 17.31%, 5-year 11.71%, 10-year 11.03%.

APDKX returns trail the peer average of 9.29% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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