Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
APSPX 1.43% 4.97% NA NA NA NA NA
Data as of 06/09/2026, Common starting date is 04/23/2025
More Performance Analytics Comparison
Name Start Date End Date
APSPX 04/23/2025 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) 0.00 4.97 NA NA NA NA NA 1.43 4.61
Sharpe Ratio NA 2.37 NA NA NA NA NA 0.84 3.97
Standard Deviation(%) NA 0.96 NA NA NA NA NA 0.88 0.99
Draw Down(%) NA 0.66 NA NA NA NA NA 0.66 0.30
Yield(%) 0.00 5.16 2.01 1.21 0.60 0.40 0.30 1.86 4.17
Data as of 06/09/2026, Common starting date is 04/23/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
APSPX (APSPX) 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
APSPX (APSPX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return