APFPX Mutual Fund

APFPX Mutual Fund

NAV$11.29
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Returns Overview

1 Month
+1.45%
3 Months
+3.90%
6 Months
+3.87%
YTD
+7.76%
1 Year
+11.32%
3 Years (annualized)
+9.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APFPX 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 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+7.76%
Peer Avg (YTD)
+2.46%
vs Peers
+5.30%

APFPX Mutual Fund Performance

APFPX performance across multiple time periods: 1-month 1.45%, YTD 7.76%, 1-year 11.32%, 3-year 9.94%.

APFPX returns outperform the peer average of 2.46% YTD. With an expense ratio of 1.69%, investors should weigh costs against performance when evaluating this mutual fund.

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