Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APLO (Apollo Bancorp Inc) | 9.98% | 42.99% | 16.32% | 9.75% | 7.92% | NA | NA | … | … |
Data as of 03/13/2026, Common starting date is 10/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APLO (Apollo Bancorp Inc) | 10/03/2012 | 03/13/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 42.99 | 16.32 | 9.75 | 7.92 | NA | NA | … | … | 9.98 | 35.83 | -7.64 | -0.26 | -5.53 | 7.29 | 15.64 | -9.27 | 6.11 | 7.07 | 16.81 | -7.13 | 13.38 | 2.03 | 1.00 |
| Sharpe Ratio | NA | 1.59 | 0.53 | 0.11 | 0.13 | NA | NA | … | … | 2.47 | 1.42 | -0.45 | -0.21 | -0.05 | 0.47 | 0.70 | -0.91 | 0.24 | 0.72 | 0.89 | -0.31 | 1.18 | 0.15 | 0.57 |
| Standard Deviation(%) | NA | 25.36 | 24.41 | 67.29 | 47.51 | NA | NA | … | … | 23.85 | 23.69 | 25.23 | 18.72 | 144.92 | 16.22 | 21.98 | 11.79 | 19.84 | 9.00 | 18.73 | 23.29 | 11.31 | 13.16 | 7.48 |
| Draw Down(%) | NA | 10.51 | 16.05 | 71.53 | 71.53 | NA | NA | … | … | 4.00 | 10.51 | 13.92 | 17.44 | 66.57 | 6.67 | 14.59 | 13.80 | 13.87 | 4.55 | 8.52 | 13.81 | 2.22 | 7.87 | 2.41 |
| Yield(%) | 0.00 | 4.26 | 5.07 | 4.40 | 4.73 | 4.06 | 3.04 | … | … | 0.00 | 6.75 | 4.36 | 5.37 | 4.32 | 2.47 | 5.32 | 4.51 | 4.49 | 4.53 | 4.92 | 4.27 | 4.56 | 4.22 | 0.96 |
Data as of 03/13/2026, Common starting date is 10/03/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APLO (Apollo Bancorp Inc) |
-28.06%
Apr 2022 – Apr 2025 |
-1.22%
Apr 2018 – Apr 2023 |
1.78%
Dec 2014 – Dec 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APLO (Apollo Bancorp Inc) |
47.82%
Mar 2019 – Mar 2022 |
29.59%
Apr 2017 – Apr 2022 |
8.45%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart