Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APBAX (ACTIVE CORE FUND INVESTOR) | NA | -26.23% | -2.60% | 0.41% | 3.69% | 3.38% | 4.45% | … | … |
Data as of 02/25/2022, Common starting date is 08/30/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APBAX (ACTIVE CORE FUND INVESTOR) | 08/30/1995 | 02/25/2022 |
| 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 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -26.23 | -2.60 | 0.41 | 3.69 | 3.38 | 4.45 | … | … | -32.97 | -2.23 | 12.22 | 17.26 | -4.69 | 12.04 | 6.12 | -0.38 | 8.49 | 14.52 | 9.56 | 3.03 | 13.24 | 24.01 | -27.26 | 5.88 | 11.51 | 6.36 | 8.34 | 20.92 | -10.76 | -2.83 | -3.31 | 9.26 | 17.36 | 19.47 | 13.01 | 3.96 |
| Sharpe Ratio | NA | -0.87 | -0.28 | -0.14 | 0.13 | NA | NA | … | … | -0.96 | -0.15 | 0.70 | 2.70 | -0.70 | 3.01 | 0.81 | -0.05 | 1.41 | 2.37 | 1.32 | 0.23 | 1.20 | 1.44 | -1.27 | 0.29 | 1.02 | 0.57 | 0.91 | 1.86 | -0.85 | -0.40 | -0.50 | 0.50 | 1.27 | 1.54 | 1.15 | 1.27 |
| Standard Deviation(%) | NA | 40.49 | 25.68 | 20.39 | 15.24 | NA | NA | … | … | 96.98 | 15.41 | 17.15 | 5.87 | 8.65 | 3.81 | 7.31 | 8.07 | 5.99 | 6.11 | 7.24 | 12.84 | 10.99 | 16.60 | 22.14 | 9.93 | 8.12 | 7.38 | 8.12 | 10.85 | 14.04 | 12.99 | 14.78 | 11.96 | 11.04 | 10.32 | 8.18 | 6.85 |
| Draw Down(%) | NA | 41.42 | 41.42 | 41.42 | 41.42 | NA | NA | … | … | 33.05 | 14.08 | 19.91 | 2.56 | 10.81 | 1.27 | 4.95 | 7.46 | 3.93 | 3.99 | 5.36 | 10.83 | 8.39 | 15.28 | 35.39 | 6.40 | 6.78 | 5.08 | 5.62 | 7.73 | 18.66 | 16.56 | 10.72 | 7.88 | 13.03 | 6.59 | 6.21 | 3.93 |
| Yield(%) | 0.00 | 13.46 | 9.09 | 7.90 | 7.26 | 5.72 | 6.24 | … | … | 0.06 | 13.69 | 6.14 | 6.26 | 6.91 | 6.22 | 4.57 | 5.96 | 7.73 | 8.10 | 4.24 | 2.19 | 2.51 | 2.77 | 2.74 | 8.85 | 12.87 | 5.59 | 1.59 | 2.06 | 2.17 | 2.37 | 2.31 | 10.71 | 8.20 | 14.34 | 3.53 | 1.79 |
Data as of 02/25/2022, Common starting date is 08/30/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APBAX (ACTIVE CORE FUND INVESTOR) |
-8.86%
Feb 2006 – Feb 2009 |
-2.62%
Feb 2004 – Feb 2009 |
0.04%
Feb 1999 – Feb 2009 |
3.51%
Jan 2007 – Jan 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APBAX (ACTIVE CORE FUND INVESTOR) |
19.01%
Feb 2009 – Feb 2012 |
15.25%
Feb 2009 – Feb 2014 |
10.10%
Feb 2009 – Feb 2019 |
7.45%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart