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
APTOF NA -10.29% -78.89% -76.94% -49.25% -40.44% -40.37%
Data as of 06/09/2026, Common starting date is 03/16/1992
More Performance Analytics Comparison
Name Start Date End Date
APTOF 03/16/1992 06/09/2026
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -10.29 -78.89 -76.94 -49.25 -40.44 -40.37
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/09/2026, Common starting date is 03/16/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
APTOF (APTOF) -86.23%
Jun 2022 – Jun 2025
-80.17%
Jun 2020 – Jun 2025
-54.51%
Jun 2015 – Jun 2025
-47.14%
Jun 2010 – Jun 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
APTOF (APTOF) 99.52%
Apr 2017 – Apr 2020
37.59%
Feb 1995 – Feb 2000
3.55%
Jul 1995 – Jul 2005
-10.17%
Oct 1992 – Oct 2007
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return