APENX Mutual Fund

APENX Mutual Fund

NAV$8.58
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Returns Overview

1 Month
-2.64%
3 Months
-3.53%
6 Months
-2.69%
YTD
-2.37%
1 Year
-1.44%
3 Years (annualized)
+5.22%
5 Years (annualized)
+0.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APENX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-2.37%
Peer Avg (YTD)
+0.50%
vs Peers
-2.87%

APENX Mutual Fund Performance

APENX performance across multiple time periods: 1-month -2.64%, YTD -2.37%, 1-year -1.44%, 3-year 5.22%, 5-year 0.40%.

APENX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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