APMAX
Yorktown Master Allocation-Inst\Disc
$14.49
0.00 (0.00%)
Currency in USD / Last Updated: 10/9/2023
| Category | Aggressive |
|---|---|
| Market Cap | 12.886M |
| 52 Week High | 19.13 |
| 52 Week Low | 14.49 |
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Key Data
| Symbol | APMAX |
|---|---|
| Type | Mutual Fund |
| Category | Aggressive |
| Price | 14.49 |
| Price Yesterday | 14.49 |
| Market Cap | 12.89 |
| YTD Return | -12.61% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 1000000 |
| Redeption Fee | 0 |
| Prospectus | 0.0272 |
Overview
| 52 Week High | 19.13 |
|---|---|
| 52 Week Low | 14.49 |
| Market Cap | 12.89M |
| Shares Outstanding | 0.89M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.00% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Months | 0.00% |
| Three Months | -58.45% |
| Six Months | -28.70% |
| Nine Months | -20.11% |
| One Year | -17.09% |
| Three Years | -13.78% |
| Five Years | -14.10% |
| Ten Years | -8.30% |
| YTD | -16.15% |
| Since Inception | -7.65% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Month | 0.00% |
| Three Months | -20.25% |
| Six Months | -15.66% |
| Nine Months | -15.41% |
| One Year | -17.01% |
| Three Years | -35.77% |
| Five Years | -53.12% |
| Ten Years | -57.84% |
| YTD | -12.61% |
| Since Inception | -56.09% |
Yearly Returns
| 2023 | -12.61% |
|---|---|
| 2022 | -36.16% |
| 2021 | 8.21% |
| 2020 | 13.85% |
| 2019 | -8.39% |
| 2018 | -25.89% |
| 2017 | -2.63% |
| 2016 | -12.63% |
| 2015 | -4.35% |
| 2014 | 1.27% |
Risk against SP-DA
| Alpha | -32.39% |
|---|---|
| Beta | 0.64 |
| Correlation | 39.13% |
| Downside Deviation | 11.22% |
| Coefficient of determination | 15.31% |
| Standard Deviation | 7.80% |
| Sharpe Ratio | -1.42 |
| Sortino | -3.42 |
| Treynor | -33.82 |
| Ulcer Index | 10.86 |
| Ulcer Performance Index | -3.53 |