Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APBDX (BOND FUND INVESTOR) | -0.02% | 3.94% | 3.75% | -0.17% | 1.11% | 1.92% | 2.72% | … | … |
Data as of 06/04/2026, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APBDX (BOND FUND INVESTOR) | 06/21/1996 | 06/04/2026 |
| 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.94 | 3.75 | -0.17 | 1.11 | 1.92 | 2.72 | … | … | -0.02 | 6.49 | 1.91 | 5.76 | -13.44 | -1.57 | 6.67 | 7.16 | 0.02 | 2.04 | 0.98 | 0.41 | 4.81 | -0.58 | 6.89 | 7.62 | 13.29 | 14.32 | -13.01 | 5.25 | 4.06 | 3.15 | 3.96 | 4.46 | 8.94 | 8.96 | 10.93 | -0.76 | 8.24 | 10.06 | 5.99 |
| Sharpe Ratio | NA | 0.50 | 0.16 | -0.47 | -0.10 | NA | NA | … | … | -0.65 | 0.78 | -0.32 | 0.30 | -2.08 | -0.53 | 1.42 | 1.63 | -0.47 | 0.46 | 0.23 | 0.11 | 2.15 | -0.21 | 2.90 | 2.23 | 3.22 | 2.28 | -1.98 | 0.61 | 0.21 | 0.34 | 0.85 | 0.86 | 1.79 | 1.59 | 1.69 | -0.97 | 1.13 | 1.51 | 1.73 |
| Standard Deviation(%) | NA | 3.90 | 5.29 | 5.72 | 4.73 | NA | NA | … | … | 3.94 | 4.66 | 5.42 | 6.97 | 7.18 | 2.99 | 4.49 | 3.49 | 2.94 | 3.01 | 3.37 | 3.49 | 2.24 | 2.88 | 2.38 | 3.40 | 4.10 | 6.24 | 7.04 | 3.48 | 3.00 | 2.61 | 3.50 | 4.33 | 4.36 | 4.15 | 3.98 | 4.26 | 4.20 | 4.21 | 4.62 |
| Draw Down(%) | NA | 2.82 | 5.92 | 18.19 | 18.19 | NA | NA | … | … | 2.82 | 2.90 | 3.97 | 7.00 | 16.85 | 2.77 | 6.77 | 2.13 | 2.63 | 1.75 | 4.75 | 2.43 | 0.84 | 3.89 | 1.28 | 1.64 | 2.64 | 4.37 | 15.75 | 1.96 | 1.44 | 1.75 | 3.36 | 4.57 | 2.51 | 2.44 | 3.09 | 3.43 | 2.95 | 2.64 | 1.82 |
| Yield(%) | 0.00 | 3.43 | 3.37 | 2.55 | 2.25 | 2.41 | 3.01 | … | … | 1.26 | 3.64 | 3.42 | 2.97 | 2.08 | 1.79 | 1.88 | 2.34 | 2.12 | 1.50 | 1.96 | 1.77 | 1.78 | 2.26 | 3.24 | 3.93 | 4.85 | 5.95 | 5.41 | 4.80 | 4.89 | 4.35 | 4.42 | 8.27 | 5.71 | 6.48 | 6.37 | 5.87 | 6.01 | 6.36 | 3.69 |
Data as of 06/04/2026, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APBDX (BOND FUND INVESTOR) |
-5.37%
Oct 2020 – Oct 2023 |
-1.06%
Oct 2017 – Oct 2022 |
0.27%
Oct 2013 – Oct 2023 |
1.94%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APBDX (BOND FUND INVESTOR) |
13.05%
Feb 2009 – Feb 2012 |
9.04%
Feb 2009 – Feb 2014 |
6.43%
Aug 1996 – Aug 2006 |
5.96%
Aug 1996 – Aug 2011 |
Annualized Rolling Returns Comparison Chart