Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AFT (Apollo Senior Floating Rate Closed Fund) | NA | -100.00% | -100.00% | -100.00% | -100.00% | NA | NA | … | … |
Data as of 07/31/2024, Common starting date is 03/02/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFT (Apollo Senior Floating Rate Closed Fund) | 03/02/2011 | 07/31/2024 |
| 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 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | NA | -100.00 | -100.00 | -100.00 | -100.00 | NA | NA | … | … | -100.00 | 33.95 | -9.92 | 21.98 | 2.74 | 5.56 | -11.28 | -4.85 | 24.20 | -1.93 | -1.03 | 3.00 | 26.40 | -15.62 |
| Sharpe Ratio | NA | 3.88 | 1.44 | 0.68 | 0.53 | NA | NA | … | … | 5.05 | 2.62 | -0.78 | 2.65 | 0.06 | 0.55 | -1.42 | -0.70 | 2.59 | -0.15 | -0.11 | 0.22 | 2.19 | -1.08 |
| Standard Deviation(%) | NA | 11.62 | 12.32 | 20.41 | 16.00 | NA | NA | … | … | 11.40 | 11.46 | 14.49 | 8.28 | 39.72 | 7.59 | 8.86 | 7.88 | 9.21 | 12.92 | 9.25 | 13.49 | 12.14 | 16.97 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | 100.00 | NA | NA | … | … | 100.00 | 9.31 | 21.40 | 4.05 | 41.32 | 6.43 | 17.59 | 9.56 | 7.70 | 17.87 | 7.05 | 13.87 | 7.09 | 23.16 |
| Yield(%) | NA | 15.14 | 9.23 | 8.49 | 7.17 | 5.61 | 4.21 | … | … | 9.99 | 11.81 | 6.79 | 6.78 | 6.73 | 8.24 | 7.69 | 6.68 | 8.24 | 7.37 | 7.22 | 6.62 | 8.58 | 4.50 |
Data as of 07/31/2024, Common starting date is 03/02/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFT (Apollo Senior Floating Rate Closed Fund) |
-5.82%
Mar 2017 – Mar 2020 |
-1.26%
Apr 2015 – Apr 2020 |
3.68%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFT (Apollo Senior Floating Rate Closed Fund) |
17.89%
May 2021 – May 2024 |
14.75%
May 2019 – May 2024 |
9.10%
May 2014 – May 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart