APFOX Mutual Fund

APFOX Mutual Fund

NAV$11.19
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Returns Overview

1 Month
+0.42%
3 Months
+2.35%
6 Months
+7.88%
YTD
+8.35%
1 Year
+12.96%
3 Years (annualized)
+12.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APFOX 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
J.P. Morgan EMB Hard Currency / Local Currency 50/50(^JPMEMBUCLC)
This Mutual Fund (YTD)
+8.35%
Peer Avg (YTD)
+2.46%
vs Peers
+5.89%

APFOX Mutual Fund Performance

APFOX performance across multiple time periods: 1-month 0.42%, YTD 8.35%, 1-year 12.96%, 3-year 12.30%.

APFOX returns outperform the peer average of 2.46% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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