Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APMAX (API MASTER ALLOCATION FUND INSTITUTIONAL CLASS) | NA | 3.61% | 0.61% | 1.18% | 4.08% | NA | NA | … | … |
Data as of 08/25/2023, Common starting date is 06/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APMAX (API MASTER ALLOCATION FUND INSTITUTIONAL CLASS) | 06/03/2013 | 08/25/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.55 | 3.61 | 0.61 | 1.18 | 4.08 | NA | NA | … | … | -12.61 | -27.15 | 8.21 | -49.81 | -7.93 | -25.89 | -2.63 | -12.63 | -4.35 | 1.27 | 13.73 |
| Sharpe Ratio | NA | -0.66 | -0.31 | -0.18 | 0.05 | NA | NA | … | … | -0.74 | -0.96 | 0.48 | -0.55 | -0.33 | -1.22 | -0.17 | -0.52 | -0.31 | 0.09 | 2.16 |
| Standard Deviation(%) | NA | 30.86 | 25.20 | 23.73 | 18.97 | NA | NA | … | … | 31.37 | 29.95 | 16.94 | 90.11 | 28.59 | 22.23 | 18.96 | 24.50 | 14.09 | 13.72 | 11.42 |
| Draw Down(%) | NA | 24.26 | 39.79 | 39.79 | 39.79 | NA | NA | … | … | 24.26 | 35.31 | 13.65 | 57.77 | 23.19 | 32.49 | 16.50 | 19.02 | 14.24 | 10.43 | 5.38 |
| Yield(%) | 19.54 | 23.32 | 10.25 | 10.69 | 9.04 | 6.18 | 4.63 | … | … | 21.20 | 4.33 | 4.77 | 4.66 | 26.52 | 14.23 | 18.58 | 19.46 | 0.94 | 0.32 | 0.00 |
Data as of 08/25/2023, 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 |
|---|---|---|---|---|
| APMAX (API MASTER ALLOCATION FUND INSTITUTIONAL CLASS) |
-2.67%
Sep 2019 – Sep 2022 |
-0.81%
Sep 2017 – Sep 2022 |
4.66%
Jul 2013 – Jul 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APMAX (API MASTER ALLOCATION FUND INSTITUTIONAL CLASS) |
16.73%
Dec 2018 – Dec 2021 |
11.79%
Oct 2016 – Oct 2021 |
4.66%
Jul 2013 – Jul 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart