Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AFGGX (API GROWTH FUND CLASS A SHARES) | 17.89% | 31.00% | 17.43% | 6.56% | 11.32% | 10.20% | 6.18% | … | … |
Data as of 06/03/2026, Common starting date is 07/01/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFGGX (API GROWTH FUND CLASS A SHARES) | 07/01/2004 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.93 | 31.00 | 17.43 | 6.56 | 11.32 | 10.20 | 6.18 | … | … | 17.89 | 11.91 | 8.48 | 20.55 | -25.96 | 17.31 | 30.00 | 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 | 1.44 | 0.71 | 0.18 | 0.51 | NA | NA | … | … | 1.85 | 0.40 | 0.27 | 1.00 | -1.04 | 1.14 | 1.02 | 2.59 | -1.05 | 3.70 | 0.44 | -0.15 | 0.02 | 2.33 | 1.20 | -0.20 | 1.06 | 1.51 | -1.21 | 0.43 | -0.21 | 0.51 | 1.58 |
| Standard Deviation(%) | NA | 19.82 | 20.16 | 20.79 | 19.04 | NA | NA | … | … | 23.82 | 22.49 | 17.85 | 17.08 | 26.54 | 15.21 | 29.03 | 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 | 11.67 | 24.52 | 35.17 | 35.17 | NA | NA | … | … | 11.67 | 23.35 | 10.48 | 17.42 | 33.19 | 8.65 | 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 | 0.17 | 2.60 | 6.67 | 6.62 | 3.84 | … | … | 0.00 | 0.00 | 0.45 | 0.00 | 0.00 | 13.92 | 12.23 | 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 |
Data as of 06/03/2026, Common starting date is 07/01/2004
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 |
3.00%
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 |
13.74%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart