Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APIMX (API SHORT TERM BOND FUND CLASS A SHARES) | 0.23% | 4.09% | 4.85% | 2.20% | 2.79% | 2.22% | 1.88% | … | … |
Data as of 06/03/2026, Common starting date is 12/29/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APIMX (API SHORT TERM BOND FUND CLASS A SHARES) | 12/29/1997 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.26 | 4.09 | 4.85 | 2.20 | 2.79 | 2.22 | 1.88 | … | … | 0.23 | 6.00 | 4.51 | 6.07 | -4.89 | 0.22 | 3.07 | 5.37 | 0.35 | 4.74 | 5.36 | -2.27 | 0.70 | -1.06 | 9.70 | -2.63 | 14.06 | 43.13 | -51.23 | 13.42 | 21.56 | 10.25 | 12.59 | 41.86 | -26.57 | -14.40 | -13.32 | 33.58 | 18.69 | 1.70 |
| Sharpe Ratio | NA | 0.67 | 0.67 | -0.10 | 0.49 | NA | NA | … | … | -0.45 | 1.25 | 0.33 | 0.78 | -2.12 | 0.12 | 0.84 | 2.19 | -0.67 | 2.82 | 2.78 | -0.91 | 0.23 | -0.35 | 3.63 | -0.21 | 0.61 | 1.32 | -1.07 | 0.43 | 1.08 | 0.51 | 0.67 | 1.49 | -0.97 | -0.69 | -0.71 | 1.93 | 0.83 | 50.67 |
| Standard Deviation(%) | NA | 2.53 | 2.72 | 2.74 | 2.42 | NA | NA | … | … | 2.90 | 2.51 | 2.68 | 3.11 | 2.99 | 1.59 | 3.33 | 1.78 | 1.53 | 1.45 | 1.85 | 2.54 | 2.99 | 3.12 | 2.68 | 12.68 | 23.01 | 32.52 | 48.53 | 23.98 | 16.79 | 15.81 | 17.37 | 27.54 | 28.55 | 24.99 | 24.88 | 15.65 | 18.36 | 14.44 |
| Draw Down(%) | NA | 1.20 | 1.28 | 7.46 | 7.50 | NA | NA | … | … | 1.20 | 1.28 | 0.97 | 1.18 | 6.69 | 1.03 | 7.50 | 0.51 | 1.12 | 0.51 | 1.78 | 5.68 | 7.51 | 7.08 | 1.90 | 10.55 | 18.44 | 27.44 | 61.36 | 14.46 | 16.91 | 10.73 | 16.37 | 15.66 | 38.89 | 34.25 | 24.48 | 7.96 | 20.57 | 0.00 |
| Yield(%) | 0.00 | 3.54 | 3.36 | 2.58 | 2.65 | 1.48 | 1.91 | … | … | 1.25 | 3.82 | 3.14 | 2.72 | 1.73 | 1.48 | 2.00 | 2.98 | 2.89 | 2.90 | 0.83 | 3.96 | 4.41 | 3.40 | 2.27 | 0.00 | 0.69 | 0.87 | 3.01 | 10.15 | 3.54 | 5.19 | 0.00 | 0.00 | 0.00 | 0.00 | 2.17 | 2.84 | 0.00 | 1.30 |
Data as of 06/03/2026, Common starting date is 12/29/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APIMX (API SHORT TERM BOND FUND CLASS A SHARES) |
-19.80%
Feb 2006 – Feb 2009 |
-8.25%
Feb 2004 – Feb 2009 |
-3.45%
Feb 1999 – Feb 2009 |
-1.13%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APIMX (API SHORT TERM BOND FUND CLASS A SHARES) |
26.15%
Feb 2009 – Feb 2012 |
22.09%
Sep 2002 – Sep 2007 |
8.89%
Feb 2009 – Feb 2019 |
6.41%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart