Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APOAX (SHORT DURATION INFLATION PROTECTION BOND FUND A CLASS) | 1.85% | 4.20% | 4.53% | 2.55% | 2.78% | 2.08% | 3.14% | … | … |
Data as of 06/03/2026, Common starting date is 06/01/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APOAX (SHORT DURATION INFLATION PROTECTION BOND FUND A CLASS) | 06/01/2005 | 06/03/2026 |
| 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 (%) | 0.19 | 4.20 | 4.53 | 2.55 | 2.78 | 2.08 | 3.14 | … | … | 1.85 | 5.76 | 3.81 | 3.61 | -4.77 | 5.99 | 4.85 | 4.45 | 1.40 | 0.49 | 3.15 | -0.81 | -1.83 | -2.60 | 3.10 | 8.65 | 5.22 | 11.09 | -1.54 | 10.92 | 0.90 | -2.01 |
| Sharpe Ratio | NA | 0.68 | 0.52 | 0.00 | 0.41 | NA | NA | … | … | 1.19 | 1.07 | 0.08 | -0.01 | -1.28 | 2.46 | 1.39 | 1.66 | 0.01 | -0.10 | 1.43 | -0.38 | -1.12 | -1.24 | 1.79 | 2.00 | 0.88 | 1.44 | -0.24 | 1.30 | -0.49 | -1.20 |
| Standard Deviation(%) | NA | 2.26 | 2.68 | 3.34 | 2.86 | NA | NA | … | … | 1.75 | 2.69 | 2.31 | 3.87 | 4.85 | 2.42 | 3.29 | 1.79 | 2.17 | 1.66 | 2.05 | 2.19 | 1.65 | 2.12 | 1.71 | 4.32 | 5.83 | 7.61 | 10.28 | 6.01 | 5.18 | 4.90 |
| Draw Down(%) | NA | 0.96 | 1.41 | 6.76 | 6.76 | NA | NA | … | … | 0.77 | 1.34 | 1.19 | 2.77 | 6.76 | 1.60 | 5.66 | 0.68 | 1.24 | 1.09 | 1.28 | 2.48 | 3.45 | 4.04 | 1.23 | 2.56 | 5.34 | 4.06 | 14.64 | 3.38 | 4.10 | 4.34 |
| Yield(%) | 0.00 | 3.73 | 2.88 | 3.16 | 2.41 | 2.27 | 2.79 | … | … | 0.00 | 3.85 | 2.20 | 2.58 | 4.26 | 3.78 | 0.59 | 1.49 | 3.55 | 1.27 | 0.30 | 0.00 | 0.72 | 0.26 | 1.25 | 10.16 | 3.12 | 1.47 | 4.39 | 4.05 | 4.60 | 2.04 |
Data as of 06/03/2026, Common starting date is 06/01/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APOAX (SHORT DURATION INFLATION PROTECTION BOND FUND A CLASS) |
-1.75%
Dec 2012 – Dec 2015 |
-0.46%
Jan 2013 – Jan 2018 |
0.97%
Sep 2012 – Sep 2022 |
2.00%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APOAX (SHORT DURATION INFLATION PROTECTION BOND FUND A CLASS) |
10.39%
Oct 2008 – Oct 2011 |
7.05%
Jan 2007 – Jan 2012 |
3.57%
Jun 2006 – Jun 2016 |
3.41%
Dec 2006 – Dec 2021 |
Annualized Rolling Returns Comparison Chart