APFDX Mutual Fund

APFDX Mutual Fund

NAV$20.04
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Returns Overview

1 Month
-2.60%
3 Months
-7.25%
6 Months
+8.83%
YTD
+2.17%
1 Year
+4.58%
3 Years (annualized)
+12.50%
5 Years (annualized)
+3.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APFDX 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
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📉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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+2.17%
Peer Avg (YTD)
+6.72%
vs Peers
-4.55%

APFDX Mutual Fund Performance

APFDX performance across multiple time periods: 1-month -2.60%, YTD 2.17%, 1-year 4.58%, 3-year 12.50%, 5-year 3.68%.

APFDX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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