Find A Portfolio/Ticker
Comparison Box
XAIFX: Apollo Tactical Income Fund Inc (MUTUAL FUND)
Basic Info 14.72 0(0.0%) April 24
Asset Class: | EQUITY |
MyPlanIQ Rating: | (42%) |
Start Date: | 03/01/2013 |
Last Dividend Date: | 05/19/2022 |
12-Mo. Yield | 0.00% |
Expenses | - |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.9 | -0.5 | 3.2 | -1.8 | 1.3 | 1.0 | 1.8 | 6.1 | -13.2 | 7.5 | 2.7 | 12.8 | -0.9 | 4.2 | 6.5 | -11.6 | 3.8 | 5.6 |
Sharpe Ratio | NA | -0.83 | -0.09 | -0.81 | -0.02 | 0.01 | 0.16 | 0.42 | -2.36 | 3.0 | 0.16 | 4.2 | -1.09 | 1.58 | 1.39 | -3.15 | 1.8 | 2.61 |
Draw Down(%) | NA | 0.9 | 2.9 | 14.9 | 30.6 | 30.6 | 30.6 | 3.5 | 14.9 | 1.5 | 30.6 | 1.7 | 5.5 | 1.1 | 8.0 | 13.7 | 4.3 | 4.0 |
Standard Deviation(%) | NA | 3.4 | 3.7 | 4.7 | 7.8 | 6.0 | 5.7 | 4.4 | 6.2 | 2.5 | 15.2 | 2.7 | 2.1 | 2.3 | 4.6 | 3.7 | 2.1 | 2.6 |
Treynor Ratio | NA | 11.33 | -0.04 | -0.39 | -0.01 | 0.01 | 0.07 | 0.21 | -1.28 | 1.78 | 0.11 | 1.11 | -1.03 | 0.61 | 0.89 | -3.19 | 0.93 | 0.94 |
Alpha | NA | -0.01 | -0.01 | -0.02 | -0.01 | 0.0 | 0.0 | 0.0 | -0.05 | 0.02 | -0.01 | 0.03 | -0.01 | 0.01 | 0.02 | -0.05 | 0.01 | 0.02 |
Beta | NA | 0.0 | 0.07 | 0.1 | 0.16 | 0.13 | 0.13 | 0.09 | 0.11 | 0.04 | 0.22 | 0.1 | 0.02 | 0.06 | 0.07 | 0.04 | 0.04 | 0.07 |
RSquared | NA | 0.0 | 0.06 | 0.14 | 0.2 | 0.16 | 0.15 | 0.07 | 0.21 | 0.05 | 0.27 | 0.23 | 0.03 | 0.03 | 0.05 | 0.02 | 0.05 | 0.1 |
Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.0 | 2.5 | 5.7 | 5.9 | 7.7 | 6.9 | 2.4 | 0.0 | 0.7 | 9.9 | 3.3 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -55.9 | -6.1 | -20.2 | 2.5 | 188.1 | N/A | -100.0 | -93.8 | 207.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/28/2013
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See EQUITY Asset Class Trend Rankings |