Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APOIX (SHORT DURATION INFLATION PROTECTION BOND FUND INVESTOR CLASS) | 1.93% | 4.21% | 4.78% | 2.91% | 3.10% | 2.40% | 3.43% | … | … |
Data as of 06/04/2026, Common starting date is 05/31/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APOIX (SHORT DURATION INFLATION PROTECTION BOND FUND INVESTOR CLASS) | 05/31/2005 | 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.21 | 4.78 | 2.91 | 3.10 | 2.40 | 3.43 | … | … | 1.93 | 5.95 | 4.15 | 3.83 | -3.89 | 6.30 | 5.06 | 4.77 | 1.78 | 0.73 | 3.40 | -0.50 | -1.73 | -2.28 | 3.45 | 8.80 | 5.46 | 11.42 | -1.24 | 10.98 | 0.06 | -1.15 |
| Sharpe Ratio | NA | 1.02 | 0.63 | 0.13 | 0.53 | NA | NA | … | … | 1.34 | 1.30 | 0.22 | 0.04 | -1.10 | 2.67 | 1.44 | 1.86 | 0.18 | 0.04 | 1.61 | -0.24 | -1.12 | -1.10 | 1.91 | 2.02 | 0.92 | 1.48 | -0.21 | 1.31 | -0.69 | -0.89 |
| Standard Deviation(%) | NA | 1.82 | 2.66 | 3.31 | 2.85 | NA | NA | … | … | 1.87 | 2.38 | 2.42 | 3.91 | 4.84 | 2.35 | 3.32 | 1.78 | 2.25 | 1.70 | 1.98 | 2.22 | 1.56 | 2.11 | 1.79 | 4.34 | 5.84 | 7.67 | 10.33 | 6.02 | 4.90 | 5.01 |
| Draw Down(%) | NA | 0.76 | 1.42 | 6.58 | 6.58 | NA | NA | … | … | 0.76 | 1.42 | 1.14 | 2.63 | 6.58 | 1.58 | 5.60 | 0.68 | 1.19 | 1.06 | 1.17 | 2.36 | 3.39 | 3.90 | 1.13 | 2.55 | 5.30 | 4.14 | 14.51 | 3.43 | 4.46 | 4.19 |
| Yield(%) | 0.00 | 3.92 | 3.07 | 3.48 | 2.72 | 2.52 | 3.06 | … | … | 0.00 | 4.06 | 2.36 | 2.81 | 5.12 | 4.01 | 0.84 | 1.74 | 3.91 | 1.51 | 0.57 | 0.00 | 1.10 | 0.37 | 1.50 | 10.31 | 3.36 | 1.73 | 4.56 | 4.25 | 3.24 | 2.13 |
Data as of 06/04/2026, Common starting date is 05/31/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APOIX (SHORT DURATION INFLATION PROTECTION BOND FUND INVESTOR CLASS) |
-1.51%
Dec 2012 – Dec 2015 |
-0.19%
Jan 2013 – Jan 2018 |
1.25%
Sep 2012 – Sep 2022 |
2.32%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APOIX (SHORT DURATION INFLATION PROTECTION BOND FUND INVESTOR CLASS) |
10.68%
Oct 2008 – Oct 2011 |
7.31%
Jan 2007 – Jan 2012 |
3.82%
Jun 2006 – Jun 2016 |
3.67%
Dec 2006 – Dec 2021 |
Annualized Rolling Returns Comparison Chart