Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APODX (SHORT DURATION INFLATION PROTECTION BOND FUND R6 CLASS) | 2.10% | 4.53% | 5.03% | 3.16% | 3.38% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/29/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APODX (SHORT DURATION INFLATION PROTECTION BOND FUND R6 CLASS) | 07/29/2013 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 4.53 | 5.03 | 3.16 | 3.38 | NA | NA | … | … | 2.10 | 1.85 | 4.38 | 4.15 | -3.62 | 6.51 | 5.29 | 5.00 | 2.24 | 0.98 | 3.49 | -0.24 | -1.42 | -0.07 |
| Sharpe Ratio | NA | 1.12 | 0.74 | 0.20 | 0.62 | NA | NA | … | … | 1.51 | -0.25 | 0.32 | 0.13 | -1.05 | 2.72 | 1.51 | 1.92 | 0.36 | 0.20 | 1.60 | -0.11 | -0.93 | -0.09 |
| Standard Deviation(%) | NA | 1.77 | 2.61 | 3.31 | 2.86 | NA | NA | … | … | 1.80 | 4.05 | 2.38 | 3.94 | 4.84 | 2.39 | 3.33 | 1.83 | 2.39 | 1.59 | 2.04 | 2.34 | 1.55 | 2.07 |
| Draw Down(%) | NA | 0.85 | 1.40 | 6.42 | 6.42 | NA | NA | … | … | 0.85 | 3.24 | 1.13 | 2.69 | 6.42 | 1.48 | 5.56 | 0.77 | 1.15 | 1.03 | 1.15 | 2.16 | 3.23 | 1.44 |
| Yield(%) | 0.00 | 4.14 | 3.30 | 3.68 | 2.96 | 2.07 | 1.55 | … | … | 0.00 | 4.29 | 2.60 | 3.04 | 5.32 | 4.23 | 1.10 | 1.99 | 4.25 | 1.75 | 0.69 | 0.06 | 1.49 | 0.22 |
Data as of 06/04/2026, Common starting date is 07/29/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APODX (SHORT DURATION INFLATION PROTECTION BOND FUND R6 CLASS) |
0.24%
Jun 2014 – Jun 2017 |
0.53%
Oct 2013 – Oct 2018 |
1.86%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APODX (SHORT DURATION INFLATION PROTECTION BOND FUND R6 CLASS) |
6.15%
Nov 2018 – Nov 2021 |
4.40%
Mar 2020 – Mar 2025 |
3.44%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart