Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APGRX (API GROWTH FUND INSTITUTIONAL CLASS) | 16.25% | 28.31% | 16.26% | 6.02% | 11.12% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 06/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APGRX (API GROWTH FUND INSTITUTIONAL CLASS) | 06/03/2013 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.73 | 28.31 | 16.26 | 6.02 | 11.12 | NA | NA | … | … | 16.25 | 14.33 | 8.07 | 20.52 | -25.97 | 3.81 | 18.07 | 31.80 | -13.75 | 27.50 | 6.61 | -2.11 | 0.26 | 17.50 |
| Sharpe Ratio | NA | 1.25 | 0.65 | 0.16 | 0.49 | NA | NA | … | … | 1.51 | 0.52 | 0.08 | 0.95 | -1.03 | 0.22 | 0.58 | 2.61 | -1.05 | 3.66 | 0.45 | -0.13 | 0.02 | 2.57 |
| Standard Deviation(%) | NA | 20.13 | 20.21 | 20.86 | 19.09 | NA | NA | … | … | 23.98 | 22.52 | 17.87 | 17.19 | 26.56 | 17.59 | 30.70 | 11.66 | 14.42 | 7.37 | 14.10 | 16.13 | 16.16 | 12.39 |
| Draw Down(%) | NA | 11.67 | 24.55 | 35.23 | 35.23 | NA | NA | … | … | 11.67 | 23.40 | 10.50 | 17.38 | 33.22 | 19.18 | 30.02 | 5.95 | 22.40 | 2.33 | 11.81 | 17.58 | 11.39 | 5.42 |
| Yield(%) | 0.00 | 0.00 | 0.15 | 2.39 | 6.33 | 5.11 | 3.83 | … | … | 0.00 | 0.00 | 0.41 | 0.00 | 0.00 | 12.95 | 11.45 | 8.55 | 14.05 | 7.44 | 0.97 | 2.54 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 06/03/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APGRX (API GROWTH FUND INSTITUTIONAL CLASS) |
-1.37%
Apr 2021 – Apr 2024 |
2.85%
Dec 2013 – Dec 2018 |
5.98%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APGRX (API GROWTH FUND INSTITUTIONAL CLASS) |
26.24%
Dec 2018 – Dec 2021 |
17.68%
Oct 2016 – Oct 2021 |
11.31%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart