APDRX Mutual Fund

APDRX Mutual Fund

NAV$35.12
See how much of APDRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.56%
3 Months
-4.33%
6 Months
+7.57%
YTD
+2.07%
1 Year
+0.67%
3 Years (annualized)
+14.09%
5 Years (annualized)
+5.38%
10 Years (annualized)
+14.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APDRX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+2.07%
Peer Avg (YTD)
+8.67%
vs Peers
-6.59%

APDRX Mutual Fund Performance

APDRX performance across multiple time periods: 1-month -4.56%, YTD 2.07%, 1-year 0.67%, 3-year 14.09%, 5-year 5.38%, 10-year 14.39%.

APDRX returns trail the peer average of 8.67% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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