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APIBX: API SHORT TERM BOND FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 4.18 0.01(0.24%) June 05
| Asset Class: | Tactical Allocation |
| MyPlanIQ Rating: | (78%) |
| Start Date: | 06/03/2013 |
| Last Dividend Date: | 05/28/2026 |
| 12-Mo. Yield | 3.61% |
| Expenses | 1.49% |
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Performance Analytics (As of 06/02/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.5 | 0.8 | 4.4 | 5.0 | 2.3 | 2.8 | 2.3 | 5.6 | 4.7 | 6.2 | -5.0 | 0.2 | 2.9 | 5.3 | 0.6 | 4.7 | 5.4 | -2.3 | 0.7 | 0.5 |
| Sharpe Ratio | NA | -0.06 | 0.87 | 0.75 | -0.09 | 0.52 | 0.42 | 1.07 | 0.44 | 0.89 | -2.29 | 0.12 | 0.81 | 2.46 | -0.61 | 2.42 | 2.65 | -0.99 | 0.25 | 0.26 |
| Draw Down(%) | NA | 1.3 | 1.3 | 1.3 | 7.5 | 7.7 | 8.7 | 1.2 | 0.9 | 1.0 | 6.7 | 1.0 | 7.7 | 0.5 | 1.3 | 0.5 | 1.6 | 5.7 | 7.5 | 3.8 |
| Standard Deviation(%) | NA | 2.7 | 2.5 | 2.6 | 2.6 | 2.3 | 2.4 | 2.5 | 2.5 | 2.9 | 2.8 | 1.5 | 3.2 | 1.5 | 1.3 | 1.7 | 2.0 | 2.4 | 2.9 | 3.4 |
| Treynor Ratio | NA | -0.02 | 0.52 | 1.11 | -0.12 | 1.0 | 0.41 | -6.67 | 0.45 | 2.87 | -2.23 | 0.38 | 3.7 | -1.63 | -0.81 | 1.3 | 0.98 | -0.3 | 0.05 | 0.06 |
| Alpha | NA | -0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | -0.02 | 0.0 | 0.01 | 0.02 | 0.0 | 0.01 | 0.02 | -0.01 | 0.0 | -0.01 |
| Beta | NA | 0.06 | 0.04 | 0.02 | 0.02 | 0.01 | 0.02 | 0.0 | 0.02 | 0.01 | 0.03 | 0.0 | 0.01 | -0.02 | 0.01 | 0.03 | 0.05 | 0.08 | 0.14 | 0.15 |
| RSquared | NA | 0.1 | 0.04 | 0.01 | 0.01 | 0.01 | 0.03 | 0.0 | 0.02 | 0.0 | 0.06 | 0.0 | 0.01 | 0.04 | 0.02 | 0.02 | 0.13 | 0.27 | 0.29 | 0.25 |
| Yield(%) | N/A | 1.4 | N/A | N/A | N/A | N/A | N/A | 3.6 | 2.9 | 2.5 | 1.6 | 1.4 | 1.9 | 2.8 | 2.7 | 2.7 | 0.8 | 3.7 | 4.2 | 2.2 |
| Dividend Growth(%) | N/A | -58.9 | N/A | N/A | N/A | N/A | N/A | 23.5 | 19.0 | 47.1 | 15.3 | -25.3 | -31.3 | 0.5 | 1.4 | 20.0 | -80.4 | -13.2 | 86.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/31/2013
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