Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APOYX (SHORT DURATION INFLATION PROTECTION BOND FUND Y CLASS) | 2.10% | 4.67% | 5.01% | 3.16% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/11/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APOYX (SHORT DURATION INFLATION PROTECTION BOND FUND Y CLASS) | 04/11/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.19 | 4.67 | 5.01 | 3.16 | NA | NA | NA | … | … | 2.10 | 1.94 | 4.31 | 4.10 | -3.67 | 6.55 | 5.23 | 4.94 | 0.27 | 0.00 |
| Sharpe Ratio | NA | 1.19 | 0.72 | 0.19 | NA | NA | NA | … | … | 1.60 | -0.23 | 0.29 | 0.11 | -1.06 | 2.71 | 1.48 | 1.91 | -0.83 | -0.43 |
| Standard Deviation(%) | NA | 1.78 | 2.63 | 3.30 | NA | NA | NA | … | … | 1.85 | 4.06 | 2.40 | 3.91 | 4.84 | 2.41 | 3.36 | 1.82 | 1.35 | 1.74 |
| Draw Down(%) | NA | 0.75 | 1.40 | 6.53 | NA | NA | NA | … | … | 0.75 | 3.23 | 1.13 | 2.61 | 6.53 | 1.57 | 5.65 | 0.67 | 1.08 | 1.54 |
| Yield(%) | 0.00 | 4.09 | 3.25 | 3.64 | 2.63 | 1.76 | 1.32 | … | … | 0.00 | 4.23 | 2.54 | 2.98 | 5.27 | 4.19 | 1.05 | 1.94 | 2.42 | 1.63 |
Data as of 06/03/2026, Common starting date is 04/11/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APOYX (SHORT DURATION INFLATION PROTECTION BOND FUND Y CLASS) |
1.43%
Apr 2021 – Apr 2024 |
2.36%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APOYX (SHORT DURATION INFLATION PROTECTION BOND FUND Y CLASS) |
5.57%
Dec 2018 – Dec 2021 |
4.36%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart