APDMX Mutual Fund

APDMX Mutual Fund

NAV$35.82
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Returns Overview

1 Month
-0.47%
3 Months
-4.14%
6 Months
+13.00%
YTD
+5.40%
1 Year
+5.97%
3 Years (annualized)
+16.79%
5 Years (annualized)
+6.09%
10 Years (annualized)
+20.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APDMX 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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+5.40%
Peer Avg (YTD)
+6.73%
vs Peers
-1.32%

APDMX Mutual Fund Performance

APDMX performance across multiple time periods: 1-month -0.47%, YTD 5.40%, 1-year 5.97%, 3-year 16.79%, 5-year 6.09%, 10-year 20.82%.

APDMX returns trail the peer average of 6.73% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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