APSGX Mutual Fund

NAV$18.27

Returns Overview

1 Month
-1.83%
3 Months
+3.87%
6 Months
+1.33%
YTD
+3.10%
1 Year
+16.89%
3 Years (annualized)
+10.41%
5 Years (annualized)
+9.65%
10 Years (annualized)
+20.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APSGX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+3.10%
Peer Avg (YTD)
+10.82%
vs Peers
-7.71%

APSGX Mutual Fund Performance

APSGX performance across multiple time periods: 1-month -1.83%, YTD 3.10%, 1-year 16.89%, 3-year 10.41%, 5-year 9.65%, 10-year 20.67%.

APSGX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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