Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APITX (API GROWTH FUND CLASS L SHARES) | 18.51% | 30.80% | 16.64% | 5.54% | 10.28% | 9.27% | 7.36% | … | … |
Data as of 06/04/2026, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APITX (API GROWTH FUND CLASS L SHARES) | 06/21/1996 | 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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.54 | 30.80 | 16.64 | 5.54 | 10.28 | 9.27 | 7.36 | … | … | 18.51 | 13.21 | 7.34 | 19.37 | -26.74 | -2.83 | 12.21 | 30.52 | -14.66 | 26.20 | 5.46 | -3.02 | -0.76 | 33.30 | 16.02 | -6.29 | 21.45 | 46.27 | -50.85 | 14.95 | 12.37 | 7.45 | 13.51 | 43.92 | -27.34 | -17.01 | -11.96 | 33.31 | 13.08 | 15.19 | 4.73 |
| Sharpe Ratio | NA | 1.37 | 0.65 | 0.13 | 0.45 | NA | NA | … | … | 1.79 | 0.47 | 0.04 | 0.89 | -1.06 | -0.13 | 0.37 | 2.51 | -1.11 | 3.50 | 0.37 | -0.20 | -0.06 | 2.67 | 1.12 | -0.23 | 1.01 | 1.47 | -1.13 | 0.54 | 0.35 | 0.41 | 0.76 | 2.19 | -1.10 | -0.78 | -0.56 | 1.43 | 0.54 | 0.88 | 0.62 |
| Standard Deviation(%) | NA | 19.80 | 20.19 | 20.81 | 19.04 | NA | NA | … | … | 23.81 | 22.63 | 17.87 | 17.05 | 26.60 | 21.17 | 32.02 | 11.59 | 14.39 | 7.34 | 14.07 | 15.44 | 12.73 | 12.46 | 14.39 | 27.41 | 21.24 | 31.44 | 45.62 | 22.08 | 26.33 | 12.86 | 16.57 | 19.70 | 25.80 | 25.20 | 28.83 | 21.09 | 18.16 | 13.21 | 9.10 |
| Draw Down(%) | NA | 11.76 | 24.80 | 35.69 | 35.69 | NA | NA | … | … | 11.76 | 23.57 | 10.53 | 17.58 | 33.76 | 23.67 | 30.21 | 5.97 | 23.08 | 2.37 | 11.99 | 15.11 | 11.63 | 6.40 | 11.76 | 24.97 | 15.29 | 24.26 | 60.72 | 13.55 | 16.11 | 9.42 | 16.09 | 16.69 | 38.35 | 35.36 | 26.69 | 12.20 | 25.00 | 10.35 | 7.67 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 3.33 | 7.55 | 7.22 | 5.28 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 18.47 | 15.56 | 11.23 | 17.43 | 9.00 | 1.16 | 2.99 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 11.69 | 2.80 | 15.85 | 0.00 | 0.00 | 0.00 | 0.00 | 4.39 | 10.59 | 12.73 | 8.03 | 12.40 | 12.15 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| APITX (API GROWTH FUND CLASS L SHARES) |
-21.72%
Mar 2000 – Mar 2003 |
-8.44%
Feb 2004 – Feb 2009 |
-3.79%
Feb 1999 – Feb 2009 |
2.17%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APITX (API GROWTH FUND CLASS L SHARES) |
28.92%
Feb 2009 – Feb 2012 |
24.86%
Feb 2009 – Feb 2014 |
14.03%
Feb 2009 – Feb 2019 |
12.62%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart