APOYX Mutual Fund

APOYX Mutual Fund

NAV$10.51
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Returns Overview

1 Month
+1.63%
3 Months
+0.28%
6 Months
+0.12%
YTD
+2.03%
1 Year
+2.20%
3 Years (annualized)
+5.12%
5 Years (annualized)
+2.64%
10 Years (annualized)
+3.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APOYX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.03%
Peer Avg (YTD)
+0.72%
vs Peers
+1.31%

APOYX Mutual Fund Performance

APOYX performance across multiple time periods: 1-month 1.63%, YTD 2.03%, 1-year 2.20%, 3-year 5.12%, 5-year 2.64%, 10-year 3.03%.

APOYX returns outperform the peer average of 0.72% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

APOYX vs another fund shows side-by-side returns. APOYX alternatives are available in the Mutual Fund Screener.