APIUX Mutual Fund

APIUX Mutual Fund

NAV$8.29
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Returns Overview

1 Month
-2.32%
3 Months
-3.02%
6 Months
-1.70%
YTD
-2.24%
1 Year
-1.20%
3 Years (annualized)
+5.24%
5 Years (annualized)
+0.75%
10 Years (annualized)
+2.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APIUX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-2.24%
Peer Avg (YTD)
+4.97%
vs Peers
-7.21%

APIUX Mutual Fund Performance

APIUX performance across multiple time periods: 1-month -2.32%, YTD -2.24%, 1-year -1.20%, 3-year 5.24%, 5-year 0.75%, 10-year 2.60%.

APIUX returns trail the peer average of 4.97% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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