Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APFBX (MODERATE DURATION FUND INVESTOR) | NA | 9.56% | -0.02% | 0.73% | 1.22% | 3.24% | 2.71% | … | … |
Data as of 10/25/2024, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APFBX (MODERATE DURATION FUND INVESTOR) | 06/21/1996 | 10/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.56 | -0.02 | 0.73 | 1.22 | 3.24 | 2.71 | … | … | 4.21 | 5.54 | -9.11 | -0.64 | 4.08 | 4.77 | 1.06 | 2.35 | 0.53 | 0.12 | 3.79 | 2.51 | 10.02 | 5.97 | 13.04 | 14.18 | -16.69 | 5.37 | 4.40 | 2.83 | 2.74 | 4.05 | 6.60 | 7.91 | 9.20 | 1.56 | 6.81 | 8.05 | 5.26 |
| Sharpe Ratio | NA | 1.64 | -0.65 | -0.27 | 0.00 | NA | NA | … | … | 0.43 | 0.43 | -2.22 | -0.33 | 1.31 | 1.50 | -0.17 | 0.84 | 0.12 | 0.04 | 2.16 | 1.26 | 4.46 | 2.21 | 3.25 | 2.99 | -2.92 | 0.84 | 0.43 | 0.30 | 0.73 | 1.31 | 1.88 | 1.92 | 1.65 | -0.59 | 1.10 | 1.45 | 1.89 |
| Standard Deviation(%) | NA | 3.55 | 4.20 | 3.61 | 2.98 | NA | NA | … | … | 3.36 | 4.42 | 4.75 | 2.02 | 2.91 | 2.20 | 1.87 | 2.03 | 2.71 | 2.10 | 1.75 | 1.96 | 2.26 | 2.69 | 3.99 | 4.70 | 6.03 | 2.66 | 2.27 | 1.94 | 2.41 | 2.53 | 2.90 | 2.88 | 3.02 | 3.07 | 3.05 | 3.01 | 3.46 |
| Draw Down(%) | NA | 1.86 | 11.98 | 12.68 | 12.68 | NA | NA | … | … | 1.86 | 3.18 | 11.43 | 1.82 | 5.63 | 1.03 | 1.22 | 0.96 | 3.79 | 1.39 | 0.57 | 1.91 | 1.24 | 1.91 | 2.47 | 3.56 | 18.67 | 1.09 | 0.83 | 1.04 | 2.02 | 1.93 | 1.71 | 1.22 | 1.89 | 1.57 | 1.88 | 1.58 | 1.18 |
| Yield(%) | 0.00 | 3.38 | 2.31 | 2.05 | 1.83 | 2.64 | 2.78 | … | … | 2.47 | 2.90 | 1.78 | 1.48 | 1.59 | 2.31 | 1.81 | 1.18 | 1.98 | 1.17 | 1.24 | 1.72 | 3.18 | 3.68 | 5.16 | 5.56 | 5.99 | 4.57 | 4.48 | 3.75 | 3.84 | 6.16 | 4.55 | 5.58 | 6.10 | 5.74 | 5.86 | 5.96 | 3.49 |
Data as of 10/25/2024, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APFBX (MODERATE DURATION FUND INVESTOR) |
-3.06%
Feb 2006 – Feb 2009 |
-0.89%
Feb 2004 – Feb 2009 |
0.66%
Oct 2013 – Oct 2023 |
2.00%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APFBX (MODERATE DURATION FUND INVESTOR) |
11.79%
Feb 2009 – Feb 2012 |
9.47%
Feb 2009 – Feb 2014 |
5.58%
Aug 1996 – Aug 2006 |
5.15%
Jul 1996 – Jul 2011 |
Annualized Rolling Returns Comparison Chart