Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APEI (American Public Education, Inc.) | 40.19% | 91.37% | 120.99% | 13.26% | 6.57% | 1.33% | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/09/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APEI (American Public Education, Inc.) | 11/09/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.94 | 91.37 | 120.99 | 13.26 | 6.57 | 1.33 | NA | … | … | 40.19 | 73.71 | 123.52 | -21.48 | -44.76 | -27.00 | 11.28 | -3.76 | 13.61 | 2.04 | 31.92 | -49.53 | -15.18 | 20.35 | -16.54 | 16.22 | 8.38 | -7.61 | -10.99 | 16.31 |
| Sharpe Ratio | NA | 1.62 | 1.62 | 0.14 | 0.07 | NA | NA | … | … | 1.96 | 1.61 | 1.63 | -0.25 | -0.81 | -0.64 | 0.19 | -0.12 | 0.23 | 0.03 | 0.48 | -1.18 | -0.35 | 0.69 | -0.45 | 0.32 | 0.15 | -0.18 | -0.19 | 3.06 |
| Standard Deviation(%) | NA | 41.58 | 63.33 | 67.59 | 60.69 | NA | NA | … | … | 46.25 | 45.07 | 71.99 | 103.97 | 57.21 | 42.08 | 58.93 | 41.86 | 52.32 | 47.43 | 65.30 | 42.09 | 42.82 | 29.40 | 37.30 | 49.93 | 56.81 | 42.24 | 63.03 | 66.76 |
| Draw Down(%) | NA | 22.30 | 40.52 | 87.00 | 91.44 | NA | NA | … | … | 18.72 | 22.30 | 40.52 | 71.44 | 65.87 | 51.34 | 29.56 | 37.47 | 41.39 | 32.06 | 51.15 | 49.53 | 42.57 | 27.45 | 44.60 | 36.90 | 48.83 | 34.70 | 36.49 | 11.11 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/09/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APEI (American Public Education, Inc.) |
-47.16%
Oct 2020 – Oct 2023 |
-35.39%
Jun 2018 – Jun 2023 |
-20.24%
Oct 2013 – Oct 2023 |
-14.57%
Oct 2008 – Oct 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APEI (American Public Education, Inc.) |
118.94%
Mar 2023 – Mar 2026 |
13.81%
Apr 2021 – Apr 2026 |
11.50%
Feb 2016 – Feb 2026 |
2.30%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison Chart