Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XAIFX (Apollo Tactical Income Fund Inc) | NA | 8.04% | 5.13% | 5.36% | 3.59% | NA | NA | … | … |
Data as of 12/30/2024, Common starting date is 03/01/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XAIFX (Apollo Tactical Income Fund Inc) | 03/01/2013 | 12/30/2024 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.04 | 5.13 | 5.36 | 3.59 | NA | NA | … | … | 8.11 | 17.56 | -8.58 | 7.95 | 3.22 | 12.82 | -0.94 | 4.22 | 6.52 | -11.60 | 3.78 | 5.62 |
| Sharpe Ratio | NA | 0.75 | 0.27 | 0.38 | 0.35 | NA | NA | … | … | 0.77 | 3.67 | -1.91 | 3.78 | 0.20 | 4.20 | -1.10 | 1.58 | 1.39 | -3.15 | 1.80 | 2.61 |
| Standard Deviation(%) | NA | 2.01 | 3.91 | 7.52 | 5.79 | NA | NA | … | … | 2.01 | 3.66 | 5.23 | 2.09 | 15.24 | 2.71 | 2.07 | 2.28 | 4.55 | 3.69 | 2.09 | 2.58 |
| Draw Down(%) | NA | 0.67 | 12.71 | 30.60 | 30.60 | NA | NA | … | … | 0.67 | 2.36 | 12.71 | 1.26 | 30.60 | 1.67 | 5.50 | 1.08 | 8.01 | 13.70 | 4.30 | 4.03 |
| Yield(%) | 0.00 | 9.27 | 8.13 | 7.24 | 4.96 | 4.06 | 3.04 | … | … | 9.27 | 10.60 | 7.11 | 6.14 | 6.29 | 7.69 | 6.95 | 2.45 | 0.00 | 0.64 | 9.76 | 3.23 |
Data as of 12/30/2024, Common starting date is 03/01/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XAIFX (Apollo Tactical Income Fund Inc) |
-3.33%
Mar 2017 – Mar 2020 |
-3.02%
Mar 2015 – Mar 2020 |
2.47%
Apr 2013 – Apr 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XAIFX (Apollo Tactical Income Fund Inc) |
10.36%
Mar 2020 – Mar 2023 |
7.13%
Feb 2016 – Feb 2021 |
3.46%
Nov 2014 – Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart