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APIBX: API Efficient Frontier Core Income Instl (MUTUAL FUND)
Basic Info 4.18 0.01(0.24%) January 26
| Asset Class: | Tactical Allocation |
| MyPlanIQ Rating: | (78%) |
| Start Date: | 06/03/2013 |
| Last Dividend Date: | 12/28/2021 |
| 12-Mo. Yield | 1.85% |
| Expenses | 2.17% |
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Performance Analytics (As of 01/25/2022)
Not up-to-date? Try| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.2 | -0.7 | -0.3 | 2.4 | 2.5 | 2.0 | 0.5 | 2.9 | 5.3 | 0.6 | 4.7 | 5.4 | -2.3 | 0.7 | 0.5 |
| SR | NA | -3.3 | -0.06 | 0.91 | 0.95 | 0.7 | 0.33 | 0.83 | 2.5 | -0.57 | 2.43 | 2.65 | -0.98 | 0.25 | 0.26 |
| DD(%) | NA | 0.7 | 1.1 | 7.7 | 7.7 | 8.7 | 0.8 | 7.7 | 0.5 | 1.3 | 0.5 | 1.6 | 5.7 | 7.5 | 3.8 |
| SD(%) | NA | 2.5 | 1.7 | 2.3 | 2.0 | 2.3 | 1.6 | 3.2 | 1.5 | 1.3 | 1.7 | 2.0 | 2.4 | 2.9 | 3.4 |
| TR | NA | 2.07 | -0.25 | 5.59 | 3.38 | 0.59 | 0.83 | 3.76 | -1.65 | -0.76 | 1.3 | 0.98 | -0.3 | 0.05 | 0.06 |
| Alpha(%) | NA | -0.06 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.01 | 0.02 | 0.0 | 0.01 | 0.02 | -0.01 | 0.0 | -0.01 |
| Beta(%) | NA | -0.04 | 0.0 | 0.0 | 0.01 | 0.03 | 0.01 | 0.01 | -0.02 | 0.01 | 0.03 | 0.05 | 0.08 | 0.14 | 0.15 |
| RS | NA | 0.06 | 0.0 | 0.0 | 0.0 | 0.04 | 0.0 | 0.01 | 0.04 | 0.02 | 0.02 | 0.13 | 0.27 | 0.29 | 0.25 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/03/2013
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Tactical Allocation Asset Class Trend Rankings |
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* Day change on 01/26/2022.Latest Articles Related to APIBX
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