Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APOCX (SHORT DURATION INFLATION PROTECTION BOND FUND C CLASS) | 1.53% | 3.36% | 3.74% | 1.77% | 1.97% | 1.29% | 2.35% | … | … |
Data as of 06/03/2026, Common starting date is 06/01/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APOCX (SHORT DURATION INFLATION PROTECTION BOND FUND C 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 (%) | 0.20 | 3.36 | 3.74 | 1.77 | 1.97 | 1.29 | 2.35 | … | … | 1.53 | 4.97 | 3.00 | 2.88 | -5.52 | 5.25 | 3.98 | 3.77 | 0.23 | -0.28 | 2.34 | -1.54 | -2.67 | -3.23 | 2.35 | 7.76 | 4.45 | 10.29 | -2.29 | 10.21 | -0.95 | -1.96 |
| Sharpe Ratio | NA | 0.35 | 0.23 | -0.23 | 0.13 | NA | NA | … | … | 0.73 | 0.81 | -0.26 | -0.20 | -1.43 | 2.17 | 1.13 | 1.25 | -0.62 | -0.58 | 1.04 | -0.70 | -1.64 | -1.54 | 1.37 | 1.79 | 0.75 | 1.35 | -0.32 | 1.18 | -0.91 | -1.18 |
| Standard Deviation(%) | NA | 1.99 | 2.69 | 3.34 | 2.84 | NA | NA | … | … | 1.76 | 2.58 | 2.39 | 3.91 | 4.86 | 2.41 | 3.29 | 1.84 | 1.86 | 1.62 | 2.05 | 2.23 | 1.64 | 2.12 | 1.69 | 4.32 | 5.78 | 7.55 | 10.29 | 5.99 | 4.83 | 4.94 |
| Draw Down(%) | NA | 0.81 | 1.67 | 7.34 | 7.34 | NA | NA | … | … | 0.81 | 1.50 | 1.36 | 3.09 | 7.19 | 1.57 | 5.64 | 0.71 | 1.49 | 1.38 | 1.32 | 2.94 | 3.83 | 4.21 | 1.34 | 2.67 | 5.38 | 4.28 | 15.16 | 3.63 | 4.83 | 4.14 |
| Yield(%) | 0.00 | 3.10 | 2.36 | 2.66 | 1.80 | 1.75 | 2.17 | … | … | 0.00 | 3.19 | 1.85 | 2.03 | 3.73 | 3.27 | 0.01 | 0.72 | 2.47 | 0.53 | 0.05 | 0.00 | 0.31 | 0.22 | 0.49 | 9.60 | 2.36 | 0.62 | 3.84 | 3.49 | 2.86 | 2.09 |
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 |
|---|---|---|---|---|
| APOCX (SHORT DURATION INFLATION PROTECTION BOND FUND C CLASS) |
-2.48%
Dec 2012 – Dec 2015 |
-1.22%
Feb 2013 – Feb 2018 |
0.17%
Sep 2012 – Sep 2022 |
1.21%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APOCX (SHORT DURATION INFLATION PROTECTION BOND FUND C CLASS) |
9.61%
Oct 2008 – Oct 2011 |
6.29%
Jan 2007 – Jan 2012 |
2.81%
Jun 2006 – Jun 2016 |
2.62%
Dec 2006 – Dec 2021 |
Annualized Rolling Returns Comparison Chart