Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APAMX | 1.51% | 7.21% | NA | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 12/17/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APAMX | 12/17/2024 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 7.21 | NA | NA | NA | NA | NA | … | … | 1.51 | 4.95 | 0.03 |
| Sharpe Ratio | NA | 2.06 | NA | NA | NA | NA | NA | … | … | 0.36 | 0.43 | -3.56 |
| Standard Deviation(%) | NA | 2.10 | NA | NA | NA | NA | NA | … | … | 2.25 | 4.79 | 0.66 |
| Draw Down(%) | NA | 2.34 | NA | NA | NA | NA | NA | … | … | 2.34 | 4.95 | 0.10 |
| Yield(%) | 0.00 | 3.87 | 1.76 | 1.05 | 0.53 | 0.35 | 0.26 | … | … | 1.42 | 3.83 | 0.00 |
Data as of 06/09/2026, Common starting date is 12/17/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APAMX (APAMX) |
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 |
|---|---|---|---|---|
| APAMX (APAMX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart