Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APG (APi Group Corporation) | 10.82% | -10.74% | 21.69% | 14.56% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/30/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APG (APi Group Corporation) | 04/30/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.97 | -10.74 | 21.69 | 14.56 | NA | NA | NA | … | … | 10.82 | 10.01 | 3.96 | 83.94 | -27.01 | 41.98 | 79.70 |
| Sharpe Ratio | NA | -0.20 | 0.37 | 0.26 | NA | NA | NA | … | … | 0.50 | 0.09 | -0.08 | 3.03 | -0.71 | 1.24 | 3.75 |
| Standard Deviation(%) | NA | 76.09 | 50.20 | 45.39 | NA | NA | NA | … | … | 31.87 | 77.70 | 30.08 | 26.57 | 40.27 | 33.88 | 36.88 |
| Draw Down(%) | NA | 35.41 | 35.41 | 49.62 | NA | NA | NA | … | … | 17.00 | 35.41 | 20.42 | 15.60 | 49.62 | 15.29 | 20.41 |
| 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 |
Data as of 06/04/2026, Common starting date is 04/30/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APG (APi Group Corporation) |
11.76%
Dec 2021 – Dec 2024 |
14.15%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APG (APi Group Corporation) |
38.81%
May 2022 – May 2025 |
32.87%
May 2020 – May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart