Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AIF (Apollo Tactical Income Closed Fund) | NA | 407.37% | 72.06% | 43.40% | 24.09% | NA | NA | … | … |
Data as of 07/24/2024, Common starting date is 02/26/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AIF (Apollo Tactical Income Closed Fund) | 02/26/2013 | 07/24/2024 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 277.75 | 407.37 | 72.06 | 43.40 | 24.09 | NA | NA | … | … | 343.12 | 29.31 | -13.39 | 12.92 | 4.00 | 18.46 | -4.08 | 9.69 | 26.05 | -2.31 | 1.11 | -4.51 |
| Sharpe Ratio | NA | 2.99 | 0.88 | 0.66 | 0.50 | NA | NA | … | … | 7.38 | 2.04 | -1.05 | 1.72 | 0.09 | 2.03 | -0.57 | 1.04 | 2.60 | -0.25 | 0.12 | -0.39 |
| Standard Deviation(%) | NA | 134.87 | 78.61 | 63.61 | 45.48 | NA | NA | … | … | 179.86 | 12.42 | 14.05 | 7.51 | 40.57 | 8.39 | 9.58 | 8.75 | 9.95 | 9.52 | 9.42 | 13.60 |
| Draw Down(%) | NA | 9.32 | 21.43 | 43.69 | 43.69 | NA | NA | … | … | 9.32 | 8.23 | 21.43 | 3.89 | 43.69 | 4.12 | 15.02 | 3.90 | 8.38 | 13.45 | 9.60 | 15.38 |
| Yield(%) | 0.00 | 15.64 | 9.72 | 8.72 | 8.16 | 5.51 | 4.13 | … | … | 9.62 | 12.12 | 7.66 | 6.99 | 6.97 | 8.25 | 8.42 | 7.58 | 11.92 | 9.94 | 11.07 | 5.05 |
Data as of 07/24/2024, Common starting date is 02/26/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIF (Apollo Tactical Income Closed Fund) |
-4.23%
Mar 2017 – Mar 2020 |
1.45%
Sep 2017 – Sep 2022 |
4.49%
Mar 2013 – Mar 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIF (Apollo Tactical Income Closed Fund) |
14.97%
Feb 2016 – Feb 2019 |
11.84%
Feb 2016 – Feb 2021 |
8.24%
Feb 2014 – Feb 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart