Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APSTX (LIMITED DURATION FUND INVESTOR) | 0.45% | 2.90% | 4.70% | 1.78% | 1.87% | 1.84% | 2.19% | … | … |
Data as of 06/04/2026, Common starting date is 10/28/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APSTX (LIMITED DURATION FUND INVESTOR) | 10/28/1994 | 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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.90 | 4.70 | 1.78 | 1.87 | 1.84 | 2.19 | … | … | 0.45 | 5.20 | 4.96 | 5.41 | -5.78 | -0.73 | 3.82 | 4.01 | 1.00 | 0.93 | 0.78 | 0.51 | 1.59 | 0.68 | 4.64 | 3.19 | 9.96 | 17.35 | -17.80 | 4.77 | 4.42 | 2.87 | 2.24 | 3.02 | 6.00 | 7.55 | 8.95 | 3.55 | 7.37 | 7.81 | 4.34 | 8.28 | 0.11 |
| Sharpe Ratio | NA | 0.38 | 0.67 | -0.28 | 0.12 | NA | NA | … | … | -0.48 | 0.98 | 0.56 | 0.57 | -2.65 | -0.60 | 1.71 | 1.46 | -0.30 | 0.20 | 0.48 | 0.41 | 1.41 | 0.55 | 4.14 | 2.31 | 4.04 | 4.30 | -3.49 | 0.79 | 0.63 | 0.42 | 0.70 | 1.35 | 2.05 | 2.02 | 1.85 | 0.07 | 1.63 | 1.66 | 0.25 | 1.11 | -1.36 |
| Standard Deviation(%) | NA | 2.30 | 2.49 | 2.53 | 2.11 | NA | NA | … | … | 2.39 | 2.37 | 2.39 | 3.11 | 2.74 | 1.26 | 2.09 | 1.73 | 1.30 | 1.42 | 1.19 | 1.18 | 1.11 | 1.17 | 1.11 | 1.36 | 2.45 | 4.01 | 5.36 | 2.06 | 1.60 | 1.45 | 1.80 | 1.71 | 2.37 | 2.57 | 2.56 | 2.58 | 2.39 | 2.48 | 2.74 | 3.89 | 2.46 |
| Draw Down(%) | NA | 1.48 | 1.48 | 8.47 | 8.58 | NA | NA | … | … | 1.48 | 1.28 | 1.28 | 1.44 | 7.60 | 1.18 | 3.15 | 0.93 | 0.71 | 0.99 | 1.04 | 0.53 | 0.42 | 1.37 | 0.42 | 0.42 | 1.14 | 2.03 | 19.32 | 1.08 | 0.49 | 0.40 | 1.13 | 0.77 | 1.36 | 1.16 | 1.19 | 1.12 | 0.60 | 0.92 | 1.93 | 2.36 | 0.80 |
| Yield(%) | 0.00 | 2.97 | 3.08 | 2.44 | 2.06 | 1.88 | 2.38 | … | … | 1.09 | 3.28 | 2.91 | 2.93 | 1.86 | 1.43 | 1.61 | 2.28 | 1.83 | 1.25 | 1.20 | 1.03 | 0.85 | 1.30 | 2.14 | 2.63 | 3.69 | 5.40 | 4.81 | 4.98 | 4.43 | 3.51 | 3.66 | 3.47 | 4.32 | 5.88 | 6.42 | 5.84 | 6.16 | 6.26 | 5.96 | 5.93 | 1.31 |
Data as of 06/04/2026, Common starting date is 10/28/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APSTX (LIMITED DURATION FUND INVESTOR) |
-3.48%
Dec 2005 – Dec 2008 |
-1.11%
Dec 2003 – Dec 2008 |
0.56%
Oct 2012 – Oct 2022 |
1.27%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APSTX (LIMITED DURATION FUND INVESTOR) |
10.02%
Dec 2008 – Dec 2011 |
7.28%
Sep 1996 – Sep 2001 |
5.89%
Dec 1994 – Dec 2004 |
4.73%
May 1996 – May 2011 |
Annualized Rolling Returns Comparison Chart