Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APOPX (OPPORTUNISTIC FUND INVESTOR) | NA | -0.87% | -4.97% | 3.39% | 1.99% | NA | NA | … | … |
Data as of 12/21/2023, Common starting date is 09/06/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APOPX (OPPORTUNISTIC FUND INVESTOR) | 09/06/2011 | 12/21/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.87 | -4.97 | 3.39 | 1.99 | NA | NA | … | … | -0.36 | -21.78 | 9.81 | 20.49 | 12.15 | -13.94 | 11.86 | 4.83 | 1.20 | 2.39 | 24.21 | 16.85 | 5.77 |
| Sharpe Ratio | NA | -0.86 | -0.49 | 0.14 | 0.09 | NA | NA | … | … | -0.79 | -1.18 | 0.76 | 1.11 | 1.62 | -1.27 | 1.74 | 0.46 | 0.09 | 0.22 | 2.42 | 1.30 | 0.61 |
| Standard Deviation(%) | NA | 5.97 | 13.98 | 13.93 | 12.33 | NA | NA | … | … | 5.91 | 19.63 | 12.89 | 18.12 | 6.63 | 12.02 | 6.49 | 10.16 | 12.43 | 10.79 | 9.98 | 13.07 | 31.07 |
| Draw Down(%) | NA | 5.23 | 27.28 | 27.28 | 27.28 | NA | NA | … | … | 5.23 | 25.99 | 6.87 | 20.28 | 6.01 | 21.61 | 3.16 | 10.95 | 8.72 | 8.58 | 5.29 | 8.79 | 9.70 |
| Yield(%) | 0.00 | 2.94 | 2.03 | 2.04 | 3.08 | 3.31 | 2.49 | … | … | 2.72 | 0.52 | 3.31 | 0.43 | 1.22 | 6.75 | 5.55 | 0.13 | 2.51 | 2.82 | 5.95 | 4.04 | 0.00 |
Data as of 12/21/2023, Common starting date is 09/06/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APOPX (OPPORTUNISTIC FUND INVESTOR) |
-4.66%
Mar 2017 – Mar 2020 |
-1.42%
Mar 2015 – Mar 2020 |
2.02%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APOPX (OPPORTUNISTIC FUND INVESTOR) |
14.11%
Dec 2011 – Dec 2014 |
9.57%
Apr 2016 – Apr 2021 |
8.46%
Dec 2011 – Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart