APWEX Mutual Fund

APWEX Mutual Fund

NAV$23.46
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Returns Overview

1 Month
-4.29%
3 Months
+2.30%
6 Months
-1.28%
YTD
+23.98%
1 Year
+25.69%
3 Years (annualized)
+20.87%
5 Years (annualized)
+22.90%
10 Years (annualized)
+11.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APWEX 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)
+23.98%
Peer Avg (YTD)
+19.29%
vs Peers
+4.69%

APWEX Mutual Fund Performance

APWEX performance across multiple time periods: 1-month -4.29%, YTD 23.98%, 1-year 25.69%, 3-year 20.87%, 5-year 22.90%, 10-year 11.89%.

APWEX returns outperform the peer average of 19.29% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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