Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APSGX (APEXCM SMALL/MID CAP GROWTH FUND APEXCM SMALL/MID CAP GROWTH FUND) | 0.11% | 9.58% | 8.31% | 2.67% | 10.76% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APSGX (APEXCM SMALL/MID CAP GROWTH FUND APEXCM SMALL/MID CAP GROWTH FUND) | 07/02/2012 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.34 | 9.58 | 8.31 | 2.67 | 10.76 | NA | NA | … | … | 0.11 | 5.69 | 2.77 | 21.90 | -34.60 | 4.68 | 19.40 | 31.20 | -10.38 | 26.60 | 2.97 | -2.46 | 7.04 | 36.88 | 10.28 |
| Sharpe Ratio | NA | 0.65 | 0.34 | 0.02 | 0.42 | NA | NA | … | … | 0.06 | 0.13 | -0.22 | 0.98 | -1.00 | 0.20 | 0.46 | 1.72 | -0.56 | 2.36 | 0.15 | -0.15 | 0.45 | 2.64 | 1.49 |
| Standard Deviation(%) | NA | 16.90 | 19.20 | 22.26 | 22.62 | NA | NA | … | … | 18.54 | 23.04 | 17.22 | 18.18 | 36.22 | 22.88 | 41.70 | 17.32 | 20.91 | 11.04 | 18.95 | 16.75 | 15.65 | 13.95 | 14.74 |
| Draw Down(%) | NA | 13.30 | 28.15 | 33.52 | 35.77 | NA | NA | … | … | 13.21 | 25.91 | 12.05 | 14.10 | 36.30 | 16.00 | 35.77 | 11.26 | 27.64 | 4.20 | 19.71 | 16.35 | 12.02 | 6.12 | 6.52 |
| Yield(%) | 0.00 | 2.59 | 2.98 | 5.55 | 10.39 | 10.86 | 8.15 | … | … | 0.00 | 2.50 | 3.03 | 3.08 | 10.97 | 12.32 | 25.06 | 13.54 | 19.45 | 0.00 | 0.29 | 0.52 | 0.00 | 0.54 | 0.65 |
Data as of 06/05/2026, Common starting date is 07/02/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APSGX (APEXCM SMALL/MID CAP GROWTH FUND APEXCM SMALL/MID CAP GROWTH FUND) |
-1.32%
Mar 2022 – Mar 2025 |
1.89%
Mar 2021 – Mar 2026 |
8.14%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APSGX (APEXCM SMALL/MID CAP GROWTH FUND APEXCM SMALL/MID CAP GROWTH FUND) |
30.50%
Dec 2018 – Dec 2021 |
21.78%
Oct 2016 – Oct 2021 |
12.42%
Aug 2012 – Aug 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart