APECX Mutual Fund

APECX Mutual Fund

NAV$10.60
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Returns Overview

1 Month
-3.02%
3 Months
-2.62%
6 Months
-0.59%
YTD
-1.04%
1 Year
-0.05%
3 Years (annualized)
+6.90%
5 Years (annualized)
+2.73%
10 Years (annualized)
+3.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APECX 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
ICE BofA US Cash Pay High Yield Constrained Index
This Mutual Fund (YTD)
-1.04%
Peer Avg (YTD)
+0.50%
vs Peers
-1.54%

APECX Mutual Fund Performance

APECX performance across multiple time periods: 1-month -3.02%, YTD -1.04%, 1-year -0.05%, 3-year 6.90%, 5-year 2.73%, 10-year 3.75%.

APECX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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