Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AINV (Apollo Investment Corp) | NA | -100.00% | -100.00% | -100.00% | -100.00% | -100.00% | NA | … | … |
Data as of 11/11/2022, Common starting date is 04/06/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AINV (Apollo Investment Corp) | 04/06/2004 | 11/11/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | NA | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | NA | … | … | -100.00 | 37.23 | -29.86 | 57.03 | -16.80 | -5.16 | 16.96 | -26.69 | -9.54 | 4.70 | 34.38 | -39.30 | 20.03 | 10.24 | -42.53 | -21.24 | 28.97 | 21.86 | 1.18 |
| Sharpe Ratio | NA | -0.22 | 0.03 | 0.04 | -0.02 | NA | NA | … | … | -0.28 | 1.71 | -0.42 | 3.69 | -0.87 | -0.38 | 0.63 | -0.95 | -0.56 | 0.24 | 1.32 | -0.92 | 0.55 | 0.11 | -0.49 | -0.74 | 1.31 | 0.74 | 0.03 |
| Standard Deviation(%) | NA | 26.24 | 45.42 | 37.06 | 30.53 | NA | NA | … | … | 28.22 | 21.72 | 70.98 | 15.08 | 20.98 | 15.52 | 26.42 | 28.18 | 17.08 | 19.32 | 26.22 | 42.94 | 36.37 | 88.85 | 88.06 | 32.91 | 19.56 | 26.57 | 19.43 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | 100.00 | NA | NA | … | … | 100.00 | 10.76 | 67.46 | 7.54 | 22.53 | 19.05 | 21.47 | 37.51 | 18.76 | 16.86 | 16.85 | 49.60 | 31.75 | 78.13 | 66.61 | 30.56 | 8.32 | 11.52 | 15.87 |
| Yield(%) | NA | 7.92 | 7.18 | 7.81 | 4.71 | 2.05 | 2.50 | … | … | 5.59 | 9.75 | 7.43 | 14.15 | 12.20 | 3.37 | 4.40 | 3.57 | 3.17 | 3.14 | 3.98 | 3.31 | 3.76 | 3.76 | 4.15 | 3.02 | 3.44 | 3.18 | 0.50 |
Data as of 11/11/2022, Common starting date is 04/06/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AINV (Apollo Investment Corp) |
-39.01%
Mar 2006 – Mar 2009 |
-18.32%
Dec 2006 – Dec 2011 |
-11.35%
Mar 2010 – Mar 2020 |
-8.07%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AINV (Apollo Investment Corp) |
32.37%
Mar 2009 – Mar 2012 |
23.47%
Mar 2009 – Mar 2014 |
8.37%
Mar 2009 – Mar 2019 |
-1.70%
Dec 2004 – Dec 2019 |
Annualized Rolling Returns Comparison Chart