Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APAJF (APA Group) | 23.44% | 46.30% | 9.67% | 7.26% | 7.52% | 9.41% | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/25/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APAJF (APA Group) | 04/25/2008 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.80 | 46.30 | 9.67 | 7.26 | 7.52 | 9.41 | NA | … | … | 23.44 | 46.25 | -28.24 | -12.55 | 2.00 | 1.43 | 2.63 | 40.63 | -3.40 | 11.67 | 2.93 | 5.57 | 22.90 | -3.25 | 31.10 | 23.82 | 48.28 | 55.38 | -18.96 |
| Sharpe Ratio | NA | 0.92 | 0.13 | 0.09 | 0.14 | NA | NA | … | … | 1.06 | 0.83 | -0.51 | -0.46 | 0.02 | 0.06 | 0.06 | 1.77 | -0.15 | 0.49 | 0.10 | 0.17 | 1.06 | -0.14 | 1.08 | 0.55 | 1.37 | 1.25 | -0.44 |
| Standard Deviation(%) | NA | 45.95 | 55.06 | 46.79 | 39.03 | NA | NA | … | … | 58.37 | 53.59 | 62.30 | 35.39 | 34.97 | 25.18 | 40.39 | 22.08 | 31.19 | 22.63 | 26.83 | 31.69 | 21.51 | 23.80 | 29.07 | 43.37 | 35.22 | 44.07 | 61.86 |
| Draw Down(%) | NA | 13.39 | 40.54 | 50.31 | 50.31 | NA | NA | … | … | 10.93 | 18.06 | 30.02 | 33.86 | 31.60 | 19.42 | 37.81 | 10.28 | 20.19 | 13.04 | 25.48 | 25.28 | 22.67 | 19.49 | 13.45 | 18.03 | 16.92 | 26.59 | 44.64 |
| Yield(%) | 0.00 | 6.91 | 4.54 | 5.09 | 5.74 | 7.95 | 10.95 | … | … | 0.00 | 9.40 | 2.82 | 5.29 | 5.14 | 6.99 | 6.34 | 5.81 | 4.99 | 5.42 | 5.15 | 4.76 | 6.14 | 5.40 | 5.84 | 8.03 | 9.28 | 12.01 | 4.63 |
Data as of 06/05/2026, Common starting date is 04/25/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APAJF (APA Group) |
-13.84%
Dec 2021 – Dec 2024 |
-7.81%
Dec 2019 – Dec 2024 |
0.02%
Feb 2015 – Feb 2025 |
7.93%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APAJF (APA Group) |
58.12%
Nov 2008 – Nov 2011 |
38.36%
Nov 2008 – Nov 2013 |
22.80%
Nov 2008 – Nov 2018 |
15.30%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart