Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APEQX (MULTI CAP EQUITY INCOME FUND INVESTOR) | NA | 7.78% | 3.43% | 9.79% | 4.54% | 8.07% | 5.14% | … | … |
Data as of 10/31/2017, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APEQX (MULTI CAP EQUITY INCOME FUND INVESTOR) | 06/21/1996 | 10/31/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | 7.78 | 3.43 | 9.79 | 4.54 | 8.07 | 5.14 | … | … | 2.71 | 5.17 | -1.04 | 11.69 | 31.68 | 10.79 | -4.44 | 13.59 | 31.01 | -35.69 | 9.68 | 13.21 | 9.51 | 14.43 | 29.28 | -24.89 | -13.66 | -6.56 | 12.44 | 18.84 | 28.78 | 14.03 |
| Sharpe Ratio | NA | 0.98 | 0.24 | 0.75 | 0.20 | NA | NA | … | … | 0.39 | 0.34 | -0.07 | 0.91 | 2.84 | 0.81 | -0.18 | 0.73 | 1.19 | -0.88 | 0.43 | 0.89 | 0.66 | 1.14 | 1.62 | -0.95 | -0.80 | -0.50 | 0.52 | 0.82 | -1.56 | 1.18 |
| Standard Deviation(%) | NA | 7.40 | 13.33 | 12.89 | 21.24 | NA | NA | … | … | 6.95 | 14.52 | 15.92 | 12.77 | 11.13 | 13.38 | 25.03 | 18.59 | 26.07 | 41.25 | 15.65 | 11.16 | 11.13 | 11.81 | 17.70 | 27.38 | 20.27 | 21.00 | 17.73 | 18.99 | 16.84 | 20.91 |
| Draw Down(%) | NA | 3.68 | 18.76 | 18.76 | 49.42 | NA | NA | … | … | 3.68 | 14.21 | 12.06 | 9.27 | 5.39 | 11.04 | 21.73 | 16.52 | 23.13 | 48.73 | 8.93 | 7.68 | 7.99 | 7.77 | 14.83 | 37.14 | 28.30 | 15.80 | 12.44 | 23.30 | 10.24 | 12.55 |
| Yield(%) | 0.00 | 83.23 | 29.32 | 25.46 | 12.32 | 16.68 | 7.94 | … | … | 64.23 | 43.87 | 3.74 | 11.42 | 14.39 | 1.16 | 0.44 | 0.63 | 0.68 | 0.41 | 0.47 | 0.04 | 0.74 | 0.78 | 1.10 | 1.42 | 17.04 | 21.91 | 18.34 | 6.45 | 18.06 | 10.87 |
Data as of 10/31/2017, 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 |
|---|---|---|---|---|
| APEQX (MULTI CAP EQUITY INCOME FUND INVESTOR) |
-16.86%
Mar 2000 – Mar 2003 |
-7.15%
Mar 1998 – Mar 2003 |
-2.42%
Feb 1999 – Feb 2009 |
3.25%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APEQX (MULTI CAP EQUITY INCOME FUND INVESTOR) |
23.28%
Jul 1996 – Jul 1999 |
19.57%
Feb 2009 – Feb 2014 |
8.91%
Mar 2003 – Mar 2013 |
8.51%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart