APGRX Mutual Fund

APGRX Mutual Fund

NAV$24.42
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Returns Overview

1 Month
-2.59%
3 Months
-9.14%
6 Months
+11.34%
YTD
+9.35%
1 Year
+10.43%
3 Years (annualized)
+13.57%
5 Years (annualized)
+4.33%
10 Years (annualized)
+10.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APGRX 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
MSCI World Index Total Return(MRWO)
This Mutual Fund (YTD)
+9.35%
Peer Avg (YTD)
+6.72%
vs Peers
+2.62%

APGRX Mutual Fund Performance

APGRX performance across multiple time periods: 1-month -2.59%, YTD 9.35%, 1-year 10.43%, 3-year 13.57%, 5-year 4.33%, 10-year 10.49%.

APGRX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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