APDNX Mutual Fund

APDNX Mutual Fund

NAV$21.76
See how much of APDNX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.24%
3 Months
+0.09%
6 Months
+15.05%
YTD
+10.84%
1 Year
+21.23%
3 Years (annualized)
+23.45%
5 Years (annualized)
+12.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APDNX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.84%
Peer Avg (YTD)
+9.98%
vs Peers
+0.85%

APDNX Mutual Fund Performance

APDNX performance across multiple time periods: 1-month -3.24%, YTD 10.84%, 1-year 21.23%, 3-year 23.45%, 5-year 12.39%.

APDNX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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