Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
APO-PA (Apollo Global Management Inc) NA 3.19% 6.69% 6.38% NA NA NA
Data as of 03/28/2022, Common starting date is 03/02/2017
More Performance Analytics Comparison
Name Start Date End Date
APO-PA (Apollo Global Management Inc) 03/02/2017 03/28/2022
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2022 2021 2020 2019 2018 2017
Annualized Return (%) 0.20 3.19 6.69 6.38 NA NA NA -0.36 0.78 7.90 25.74 -8.75 11.15
Sharpe Ratio NA 0.48 0.26 0.29 NA NA NA -0.31 0.12 0.19 3.63 -1.07 2.21
Standard Deviation(%) NA 5.31 24.25 19.47 NA NA NA 5.47 6.26 41.04 6.71 9.42 5.80
Draw Down(%) NA 2.74 36.85 36.85 NA NA NA 2.34 3.66 36.85 1.92 15.91 2.36
Yield(%) 0.00 6.18 6.44 6.39 3.24 2.16 1.62 1.56 6.04 6.00 7.01 6.15 4.96
Data as of 03/28/2022, Common starting date is 03/02/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
APO-PA (Apollo Global Management Inc) 5.84%
Sep 2017 – Sep 2020
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
APO-PA (Apollo Global Management Inc) 10.99%
Dec 2018 – Dec 2021
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return