Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APIBX (API SHORT TERM BOND FUND INSTITUTIONAL CLASS) | 0.99% | 4.36% | 5.04% | 2.31% | 2.82% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APIBX (API SHORT TERM BOND FUND INSTITUTIONAL CLASS) | 06/03/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.36 | 5.04 | 2.31 | 2.82 | NA | NA | … | … | 0.99 | 5.57 | 4.71 | 6.19 | -5.05 | 0.21 | 2.87 | 5.27 | 0.58 | 4.71 | 5.39 | -2.31 | 0.74 | 0.53 |
| Sharpe Ratio | NA | 0.87 | 0.75 | -0.09 | 0.52 | NA | NA | … | … | -0.06 | 1.07 | 0.44 | 0.89 | -2.29 | 0.12 | 0.81 | 2.46 | -0.61 | 2.42 | 2.65 | -0.99 | 0.25 | 0.26 |
| Standard Deviation(%) | NA | 2.48 | 2.56 | 2.59 | 2.31 | NA | NA | … | … | 2.70 | 2.53 | 2.45 | 2.87 | 2.84 | 1.54 | 3.22 | 1.54 | 1.33 | 1.68 | 1.95 | 2.37 | 2.94 | 3.39 |
| Draw Down(%) | NA | 1.30 | 1.30 | 7.46 | 7.71 | NA | NA | … | … | 1.30 | 1.19 | 0.91 | 1.00 | 6.73 | 0.96 | 7.71 | 0.48 | 1.27 | 0.48 | 1.60 | 5.67 | 7.48 | 3.79 |
| Yield(%) | 0.27 | 3.56 | 3.24 | 2.47 | 2.53 | 1.19 | 0.89 | … | … | 1.43 | 3.55 | 2.93 | 2.54 | 1.62 | 1.38 | 1.87 | 2.79 | 2.72 | 2.73 | 0.78 | 3.75 | 4.18 | 2.21 |
Data as of 06/04/2026, Common starting date is 06/03/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APIBX (API SHORT TERM BOND FUND INSTITUTIONAL CLASS) |
-1.05%
Oct 2019 – Oct 2022 |
0.44%
Oct 2017 – Oct 2022 |
1.39%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APIBX (API SHORT TERM BOND FUND INSTITUTIONAL CLASS) |
5.77%
Oct 2022 – Oct 2025 |
3.94%
Feb 2016 – Feb 2021 |
3.19%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart