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Apollo Mutual Funds List

Here you can find all mutual funds issued by Apollo and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.

Number of Funds
1
Avg. Expense Ratio
2.23%
Avg. 1 Year Return
4.52%
Avg. 5 Year Return
3.31%
Median Risk/Return Score
26 / 100
Apollo Mutual Funds List

1 result

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
Apollo Diversified Real Estate Fund Class IREITJun 30, 20142.23%
3.49%
4.50%
5.19%
26

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Explore top Apollo Mutual Fund Categories and Asset Classes


Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

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Best Apollo Mutual funds by Risk/Return Score


SymbolNameRisk / Return RankAUMInception
Apollo Diversified Real Estate Fund Class I
26
Jun 2014

Best-Performing Apollo Mutual funds Over 5 Years


SymbolNameReturn 5YAUMInception
Apollo Diversified Real Estate Fund Class I
3.31%
Jun 2014

Lowest-Cost Apollo Mutual funds


SymbolNameExpense RatioAUMInception
Apollo Diversified Real Estate Fund Class I2.23%Jun 2014

Highest-Yield Apollo Mutual funds


SymbolNameDividend YieldAUMInception
Apollo Diversified Real Estate Fund Class I5.19%Jun 2014

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Top Mutual funds Comparisons

Compare the top Mutual funds symbols based on PortfoliosLab usage data.