APOCX Mutual Fund

APOCX Mutual Fund

NAV$9.77
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Returns Overview

1 Month
-1.32%
3 Months
-1.42%
6 Months
-0.95%
YTD
-0.44%
1 Year
-0.63%
3 Years (annualized)
+3.66%
5 Years (annualized)
+1.51%
10 Years (annualized)
+1.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APOCX 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)
-0.44%
Peer Avg (YTD)
+0.50%
vs Peers
-0.94%

APOCX Mutual Fund Performance

APOCX performance across multiple time periods: 1-month -1.32%, YTD -0.44%, 1-year -0.63%, 3-year 3.66%, 5-year 1.51%, 10-year 1.85%.

APOCX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.59%, investors should weigh costs against performance when evaluating this mutual fund.

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