APOAX Mutual Fund

APOAX Mutual Fund

NAV$10.25
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Returns Overview

1 Month
-1.26%
3 Months
-1.26%
6 Months
-0.67%
YTD
+0.11%
1 Year
+0.14%
3 Years (annualized)
+4.44%
5 Years (annualized)
+2.27%
10 Years (annualized)
+2.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APOAX 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)
+0.11%
Peer Avg (YTD)
+0.50%
vs Peers
-0.39%

APOAX Mutual Fund Performance

APOAX performance across multiple time periods: 1-month -1.26%, YTD 0.11%, 1-year 0.14%, 3-year 4.44%, 5-year 2.27%, 10-year 2.62%.

APOAX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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