APIIX Mutual Fund

NAV$9.06

Returns Overview

1 Month
+0.24%
3 Months
+1.50%
6 Months
+1.17%
YTD
+1.06%
1 Year
+4.54%
3 Years (annualized)
+6.34%
5 Years (annualized)
+1.59%
10 Years (annualized)
+3.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APIIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.06%
Peer Avg (YTD)
+5.87%
vs Peers
-4.80%

APIIX Mutual Fund Performance

APIIX performance across multiple time periods: 1-month 0.24%, YTD 1.06%, 1-year 4.54%, 3-year 6.34%, 5-year 1.59%, 10-year 3.59%.

APIIX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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