APITX Mutual Fund

APITX Mutual Fund

NAV$15.33
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Returns Overview

1 Month
-2.66%
3 Months
-9.39%
6 Months
+10.75%
YTD
+8.56%
1 Year
+9.33%
3 Years (annualized)
+12.45%
5 Years (annualized)
+6.42%
10 Years (annualized)
+16.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APITX 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)
+8.56%
Peer Avg (YTD)
+6.72%
vs Peers
+1.83%

APITX Mutual Fund Performance

APITX performance across multiple time periods: 1-month -2.66%, YTD 8.56%, 1-year 9.33%, 3-year 12.45%, 5-year 6.42%, 10-year 16.15%.

APITX returns outperform the peer average of 6.72% YTD. With an expense ratio of 2.26%, investors should weigh costs against performance when evaluating this mutual fund.

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