Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APISX (SHORT DURATION INFLATION PROTECTION BOND FUND R5 CLASS) | 2.10% | 4.48% | 4.98% | 2.96% | 3.25% | 2.56% | 3.62% | … | … |
Data as of 06/04/2026, Common starting date is 05/31/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APISX (SHORT DURATION INFLATION PROTECTION BOND FUND R5 CLASS) | 05/31/2005 | 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 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 4.48 | 4.98 | 2.96 | 3.25 | 2.56 | 3.62 | … | … | 2.10 | 1.85 | 4.32 | 4.10 | -4.35 | 6.46 | 5.24 | 4.94 | 2.17 | 0.92 | 3.60 | -0.29 | -1.50 | -2.09 | 3.52 | 9.13 | 5.75 | 11.60 | -1.09 | 11.50 | 0.36 | -1.07 |
| Sharpe Ratio | NA | 1.08 | 0.72 | 0.14 | 0.58 | NA | NA | … | … | 1.51 | -0.23 | 0.29 | 0.12 | -1.21 | 2.72 | 1.49 | 1.95 | 0.33 | 0.16 | 1.61 | -0.14 | -0.99 | -1.01 | 2.03 | 2.09 | 0.96 | 1.52 | -0.20 | 1.39 | -0.67 | -0.85 |
| Standard Deviation(%) | NA | 1.78 | 2.60 | 3.29 | 2.85 | NA | NA | … | … | 1.80 | 4.04 | 2.42 | 3.89 | 4.81 | 2.37 | 3.34 | 1.78 | 2.36 | 1.64 | 2.10 | 2.25 | 1.54 | 2.10 | 1.72 | 4.35 | 5.90 | 7.59 | 10.25 | 6.03 | 4.55 | 5.05 |
| Draw Down(%) | NA | 0.75 | 1.40 | 6.44 | 6.44 | NA | NA | … | … | 0.75 | 3.24 | 1.13 | 2.61 | 6.44 | 1.48 | 5.56 | 0.67 | 1.18 | 0.96 | 1.15 | 2.25 | 3.17 | 3.89 | 1.13 | 2.54 | 5.36 | 4.12 | 14.34 | 3.51 | 3.70 | 4.14 |
| Yield(%) | 0.00 | 4.09 | 3.25 | 3.51 | 2.84 | 2.64 | 3.25 | … | … | 0.00 | 4.24 | 2.54 | 2.99 | 4.63 | 4.19 | 1.05 | 1.94 | 4.17 | 1.69 | 0.80 | 0.01 | 1.41 | 0.45 | 1.69 | 10.43 | 3.55 | 1.95 | 4.69 | 4.63 | 3.44 | 2.21 |
Data as of 06/04/2026, Common starting date is 05/31/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APISX (SHORT DURATION INFLATION PROTECTION BOND FUND R5 CLASS) |
-1.30%
Dec 2012 – Dec 2015 |
-0.01%
Jan 2013 – Jan 2018 |
1.45%
Sep 2012 – Sep 2022 |
2.48%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APISX (SHORT DURATION INFLATION PROTECTION BOND FUND R5 CLASS) |
10.91%
Oct 2008 – Oct 2011 |
7.58%
Jan 2007 – Jan 2012 |
4.07%
Jun 2006 – Jun 2016 |
3.90%
Dec 2006 – Dec 2021 |
Annualized Rolling Returns Comparison Chart