APECX Mutual Fund

NAV$10.94

Returns Overview

1 Month
+0.15%
3 Months
+2.08%
6 Months
+1.53%
YTD
+1.62%
1 Year
+4.68%
3 Years (annualized)
+7.28%
5 Years (annualized)
+2.79%
10 Years (annualized)
+4.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APECX 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
ICE BofA US Cash Pay High Yield Constrained Index
This Mutual Fund (YTD)
+1.62%
Peer Avg (YTD)
+3.23%
vs Peers
-1.60%

APECX Mutual Fund Performance

APECX performance across multiple time periods: 1-month 0.15%, YTD 1.62%, 1-year 4.68%, 3-year 7.28%, 5-year 2.79%, 10-year 4.13%.

APECX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.73%, investors should weigh costs against performance when evaluating this mutual fund.

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