Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APWVX (Mid Cap Core Equity Fund Investor Shares) | NA | 8.58% | 13.17% | 8.66% | NA | NA | NA | … | … |
Data as of 08/07/2023, Common starting date is 01/13/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APWVX (Mid Cap Core Equity Fund Investor Shares) | 01/13/2017 | 08/07/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.58 | 13.17 | 8.66 | NA | NA | NA | … | … | 2.85 | -5.08 | 21.09 | 3.94 | 19.96 | -10.87 | 13.49 |
| Sharpe Ratio | NA | 0.23 | 0.57 | 0.33 | NA | NA | NA | … | … | 0.02 | -0.24 | 1.29 | 0.11 | 1.38 | -0.77 | 1.68 |
| Standard Deviation(%) | NA | 23.80 | 20.59 | 22.61 | NA | NA | NA | … | … | 17.79 | 27.28 | 16.29 | 34.53 | 13.45 | 15.85 | 7.98 |
| Draw Down(%) | NA | 15.87 | 23.35 | 35.77 | NA | NA | NA | … | … | 9.81 | 21.32 | 12.03 | 35.77 | 6.77 | 20.70 | 3.96 |
| Yield(%) | 0.00 | 8.92 | 8.80 | 6.65 | 4.01 | 2.67 | 2.01 | … | … | 0.47 | 7.92 | 5.05 | 10.32 | 5.46 | 3.60 | 0.92 |
Data as of 08/07/2023, Common starting date is 01/13/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APWVX (Mid Cap Core Equity Fund Investor Shares) |
-1.75%
Mar 2017 – Mar 2020 |
6.16%
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 |
|---|---|---|---|---|
| APWVX (Mid Cap Core Equity Fund Investor Shares) |
22.45%
Mar 2020 – Mar 2023 |
11.59%
Mar 2017 – Mar 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart