Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARI (Apollo Commercial Real Estate Finance, Inc.) | 16.19% | 23.34% | 13.66% | 3.52% | 7.63% | 8.79% | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/24/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARI (Apollo Commercial Real Estate Finance, Inc.) | 09/24/2009 | 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 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.18 | 23.34 | 13.66 | 3.52 | 7.63 | 8.79 | NA | … | … | 16.19 | 23.83 | -16.51 | 24.46 | -7.12 | 29.66 | -29.03 | 21.14 | -0.07 | 22.45 | 7.98 | 16.88 | 10.89 | 10.38 | 36.19 | -10.51 | -0.70 | -2.76 |
| Sharpe Ratio | NA | 1.04 | 0.44 | 0.07 | 0.15 | NA | NA | … | … | 2.04 | 0.84 | -0.75 | 0.61 | -0.21 | 1.09 | -0.27 | 1.81 | -0.11 | 1.91 | 0.40 | 1.20 | 0.92 | 0.60 | 2.19 | -0.37 | -0.05 | -0.86 |
| Standard Deviation(%) | NA | 18.94 | 26.60 | 30.77 | 41.94 | NA | NA | … | … | 20.17 | 25.15 | 26.72 | 34.29 | 41.25 | 27.13 | 109.01 | 10.84 | 12.97 | 11.45 | 19.34 | 13.99 | 11.85 | 17.18 | 16.64 | 28.41 | 15.77 | 11.46 |
| Draw Down(%) | NA | 10.04 | 24.73 | 41.62 | 77.38 | NA | NA | … | … | 8.13 | 19.13 | 20.51 | 29.83 | 37.15 | 21.17 | 77.31 | 6.91 | 12.72 | 7.25 | 12.80 | 6.94 | 4.84 | 17.18 | 13.09 | 22.93 | 12.89 | 8.23 |
| Yield(%) | 0.00 | 10.16 | 11.06 | 7.64 | 9.14 | 9.63 | 6.79 | … | … | 2.54 | 11.36 | 10.31 | 12.87 | 10.51 | 12.95 | 7.94 | 10.95 | 10.04 | 10.88 | 10.85 | 10.76 | 9.77 | 9.50 | 11.88 | 9.68 | 8.26 | 0.00 |
Data as of 06/05/2026, Common starting date is 09/24/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARI (Apollo Commercial Real Estate Finance, Inc.) |
-18.42%
Mar 2017 – Mar 2020 |
-5.91%
Mar 2015 – Mar 2020 |
1.43%
Mar 2010 – Mar 2020 |
6.19%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARI (Apollo Commercial Real Estate Finance, Inc.) |
22.10%
Jul 2020 – Jul 2023 |
18.86%
Mar 2020 – Mar 2025 |
12.48%
Sep 2011 – Sep 2021 |
8.67%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart