apz

As of May 11, 2025, the apz returned 13.49% Year-To-Date and 33.21% of annualized return in the last 10 years.

The table below presents the monthly returns of apz, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

apz has an expense ratio of 0.00%, meaning no management fees are charged. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

With an overall rank of 96, apz is among the top 4% of portfolios on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.

This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

There isn't enough data available to calculate the Sharpe ratio for apz. This metric is based on the past 12 months of trading data. Please check back later for updated information.

apz provided a 0.51% dividend yield over the last twelve months.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the apz. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the apz was 0.79%, occurring on May 6, 2025. Recovery took 3 trading sessions.

The current apz drawdown is 0.81%.

The chart below shows the rolling one-month volatility.