APXHX Mutual Fund

APXHX Mutual Fund

NAV$9.77
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Returns Overview

1 Month
-0.45%
3 Months
+0.92%
6 Months
+2.79%
YTD
+1.95%
1 Year
+3.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APXHX 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

This Mutual Fund (YTD)
+1.95%
Peer Avg (YTD)
+2.80%
vs Peers
-0.84%

APXHX Mutual Fund Performance

APXHX performance across multiple time periods: 1-month -0.45%, YTD 1.95%, 1-year 3.52%.

APXHX returns trail the peer average of 2.80% YTD. With an expense ratio of 0.03%, investors should weigh costs against performance when evaluating this mutual fund.

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