Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/19/2025.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| AFGGX (API GROWTH FUND CLASS A SHARES) | 4.70% | 1.60% | 2.28% | 10.05% | 4.53% | 5.16% | 8.22% | 4.29% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFGGX (API GROWTH FUND CLASS A SHARES) | 07/01/2004 | 05/19/2025 |
The return data shown below all have the same latest date: 05/19/2025.
AR inception is since 07/01/2004.
AR inception is since 07/01/2004.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.49 | 2.28 | 10.05 | 4.53 | 5.16 | 8.22 | 4.29 | 4.70 | 1.60 | 8.05 | 20.55 | -25.96 | 2.84 | 17.10 | 31.76 | -13.74 | 27.50 | 6.50 | -2.07 | 0.27 | 34.62 | 17.15 | -5.41 | 22.81 | 47.78 | -61.70 | 12.80 | -1.34 | 8.57 | 11.78 |
| Sharpe Ratio | NA | -0.14 | 0.25 | 0.11 | 0.18 | NA | NA | 0.14 | 0.06 | 0.08 | 0.96 | -1.03 | 0.16 | 0.54 | 2.60 | -1.05 | 3.70 | 0.45 | -0.15 | 0.02 | 2.33 | 1.20 | -0.20 | 1.06 | 1.51 | -1.21 | 0.44 | -0.20 | 0.52 | 1.58 |
| Standard Deviation(%) | NA | 23.32 | 21.35 | 21.48 | 19.16 | NA | NA | 22.45 | 29.96 | 17.88 | 17.09 | 26.54 | 18.11 | 30.85 | 11.67 | 14.42 | 7.29 | 14.14 | 14.18 | 12.71 | 14.83 | 14.39 | 27.52 | 21.35 | 31.61 | 51.53 | 22.54 | 23.11 | 12.30 | 14.90 |
| Draw Down(%) | NA | 24.82 | 24.82 | 43.17 | 43.17 | NA | NA | 72.05 | 23.35 | 10.48 | 17.42 | 33.19 | 19.91 | 30.09 | 6.00 | 22.40 | 2.33 | 11.87 | 14.87 | 11.39 | 7.62 | 11.69 | 24.65 | 15.16 | 24.13 | 61.70 | 13.49 | 16.02 | 8.57 | 11.59 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 3.46 | 4.56 | 2.42 | 2.62 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 9.08 | 14.79 | 7.80 | 1.01 | 2.66 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFGGX (API GROWTH FUND CLASS A SHARES) |
-29.95%
Feb 2006 - Feb 2009 |
-9.06%
Sep 2006 - Sep 2011 |
0.04%
Feb 2006 - Feb 2016 |
1.39%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFGGX (API GROWTH FUND CLASS A SHARES) |
30.17%
Feb 2009 - Feb 2012 |
26.10%
Feb 2009 - Feb 2014 |
15.18%
Feb 2009 - Feb 2019 |
11.96%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart