Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AAPW | 6.06% | 48.12% | NA | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 02/19/2025
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AAPW | 02/19/2025 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -9.08 | 48.12 | NA | NA | NA | NA | NA | … | … | 6.06 | 8.51 |
| Sharpe Ratio | NA | 2.08 | NA | NA | NA | NA | NA | … | … | 1.08 | 0.19 |
| Standard Deviation(%) | NA | 27.53 | NA | NA | NA | NA | NA | … | … | 29.63 | 37.01 |
| Draw Down(%) | NA | 17.38 | NA | NA | NA | NA | NA | … | … | 14.15 | 36.28 |
| Yield(%) | 0.51 | 36.04 | 10.61 | 6.37 | 3.18 | 2.12 | 1.59 | … | … | 10.90 | 23.14 |
Data as of 06/09/2026, Common starting date is 02/19/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAPW (AAPW) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAPW (AAPW) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart