APLIX Mutual Fund

APLIX Mutual Fund

NAV$14.43
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Returns Overview

1 Month
-0.89%
3 Months
+1.96%
6 Months
+10.56%
YTD
+6.55%
1 Year
+8.12%
3 Years (annualized)
+12.27%
5 Years (annualized)
+7.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APLIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.55%
Peer Avg (YTD)
+5.40%
vs Peers
+1.15%

APLIX Mutual Fund Performance

APLIX performance across multiple time periods: 1-month -0.89%, YTD 6.55%, 1-year 8.12%, 3-year 12.27%, 5-year 7.13%.

APLIX returns outperform the peer average of 5.40% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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