APDSX Mutual Fund

NAV$40.56

Returns Overview

1 Month
-5.50%
3 Months
+6.62%
6 Months
+5.19%
YTD
+11.64%
1 Year
+37.87%
3 Years (annualized)
+17.13%
5 Years (annualized)
+4.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APDSX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+11.64%
Peer Avg (YTD)
+18.52%
vs Peers
-6.88%

APDSX Mutual Fund Performance

APDSX performance across multiple time periods: 1-month -5.50%, YTD 11.64%, 1-year 37.87%, 3-year 17.13%, 5-year 4.66%.

APDSX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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