APLIX Mutual Fund

NAV$14.12

Returns Overview

1 Month
-1.56%
3 Months
+8.43%
6 Months
+4.50%
YTD
+4.50%
1 Year
+14.62%
3 Years (annualized)
+11.74%
5 Years (annualized)
+6.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APLIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.50%
Peer Avg (YTD)
+3.47%
vs Peers
+1.03%

APLIX Mutual Fund Performance

APLIX performance across multiple time periods: 1-month -1.56%, YTD 4.50%, 1-year 14.62%, 3-year 11.74%, 5-year 6.78%.

APLIX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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