APGAX Mutual Fund

APGAX Mutual Fund

NAV$104.26
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Returns Overview

1 Month
+1.21%
3 Months
+1.43%
6 Months
+16.15%
YTD
+5.06%
1 Year
+5.03%
3 Years (annualized)
+16.59%
5 Years (annualized)
+7.86%
10 Years (annualized)
+15.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APGAX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+5.06%
Peer Avg (YTD)
+8.68%
vs Peers
-3.62%

APGAX Mutual Fund Performance

APGAX performance across multiple time periods: 1-month 1.21%, YTD 5.06%, 1-year 5.03%, 3-year 16.59%, 5-year 7.86%, 10-year 15.68%.

APGAX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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