APENX Mutual Fund

NAV$8.76

Returns Overview

1 Month
-1.57%
3 Months
-2.23%
6 Months
-2.67%
YTD
-2.67%
1 Year
+4.73%
3 Years (annualized)
+5.29%
5 Years (annualized)
+0.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APENX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-2.67%
Peer Avg (YTD)
+3.23%
vs Peers
-5.89%

APENX Mutual Fund Performance

APENX performance across multiple time periods: 1-month -1.57%, YTD -2.67%, 1-year 4.73%, 3-year 5.29%, 5-year 0.77%.

APENX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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