APDRX Mutual Fund

NAV$35.25

Returns Overview

1 Month
-2.70%
3 Months
-0.06%
6 Months
-0.23%
YTD
+2.98%
1 Year
+10.19%
3 Years (annualized)
+13.81%
5 Years (annualized)
+6.74%
10 Years (annualized)
+15.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APDRX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+2.98%
Peer Avg (YTD)
+8.97%
vs Peers
-5.99%

APDRX Mutual Fund Performance

APDRX performance across multiple time periods: 1-month -2.70%, YTD 2.98%, 1-year 10.19%, 3-year 13.81%, 5-year 6.74%, 10-year 15.25%.

APDRX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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