APDNX Mutual Fund

NAV$19.11

Returns Overview

1 Month
+4.59%
3 Months
+11.75%
6 Months
+18.93%
YTD
+3.51%
1 Year
+25.87%
3 Years
+21.27%
5 Years
+15.76%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would APDNX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.51%
Peer Avg (YTD)
+1.87%
vs Peers
+1.64%

APDNX Mutual Fund Performance

APDNX performance across multiple time periods: 1-month 4.59%, YTD 3.51%, 1-year 25.87%, 3-year 21.27%, 5-year 15.76%.

APDNX returns outperform the peer average of 1.87% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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