APDMX Mutual Fund

NAV$36.09

Returns Overview

1 Month
+6.54%
3 Months
+17.88%
6 Months
+10.96%
YTD
+9.95%
1 Year
+20.28%
3 Years (annualized)
+19.40%
5 Years (annualized)
+8.42%
10 Years (annualized)
+21.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APDMX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+9.95%
Peer Avg (YTD)
+10.82%
vs Peers
-0.86%

APDMX Mutual Fund Performance

APDMX performance across multiple time periods: 1-month 6.54%, YTD 9.95%, 1-year 20.28%, 3-year 19.40%, 5-year 8.42%, 10-year 21.95%.

APDMX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

APDMX performance comparison shows side-by-side returns with another fund. APDMX alternatives are available in the Mutual Fund Screener.