Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AIY (Apollo Investment Corporation) | NA | 6.61% | 4.33% | 5.97% | NA | NA | NA | … | … |
Data as of 08/19/2019, Common starting date is 06/27/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AIY (Apollo Investment Corporation) | 06/27/2013 | 08/19/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.61 | 4.33 | 5.97 | NA | NA | NA | … | … | 4.52 | -1.48 | 10.07 | 7.84 | 1.80 | 26.90 | -10.30 |
| Sharpe Ratio | NA | 1.03 | 0.43 | 0.63 | NA | NA | NA | … | … | 1.07 | -0.63 | 1.22 | 0.53 | 0.24 | 3.43 | -1.49 |
| Standard Deviation(%) | NA | 5.00 | 7.68 | 8.48 | NA | NA | NA | … | … | 5.32 | 4.45 | 7.75 | 14.30 | 7.31 | 7.83 | 12.85 |
| Draw Down(%) | NA | 2.86 | 7.27 | 9.50 | NA | NA | NA | … | … | 2.86 | 3.34 | 3.58 | 8.39 | 5.48 | 2.54 | 15.01 |
| Yield(%) | 0.00 | 6.83 | 6.37 | 5.86 | 3.71 | 2.47 | 1.86 | … | … | 3.46 | 6.70 | 6.79 | 6.83 | 1.71 | 8.02 | 4.02 |
Data as of 08/19/2019, Common starting date is 06/27/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIY (Apollo Investment Corporation) |
4.57%
Jul 2016 – Jul 2019 |
6.17%
Jul 2014 – Jul 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIY (Apollo Investment Corporation) |
13.25%
Sep 2013 – Sep 2016 |
9.38%
Oct 2013 – Oct 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart