Yorktown Funds Mutual Funds List
Here you can find all mutual funds issued by Yorktown Funds and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 4
- Avg. Expense Ratio
- 1.36%
- Avg. 1 Year Return
- 13.91%
- Avg. 5 Year Return
- 3.23%
- Median Risk/Return Score
- 44 / 100
Yorktown Funds Mutual Funds List
4 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Yorktown Short Term Bond Fund | Short-Term Bond | Jul 2, 1997 | 0.84% | 0.52% | 2.78% | 3.77% | 59 | ||||||||
| Yorktown Growth Fund | Global Equities | Jun 13, 1985 | 2.04% | 16.28% | 10.12% | 0.00% | 33 | ||||||||
| Yorktown Multi-Sector Bond Fund | Multisector Bonds | Jul 1, 1997 | 1.17% | 0.89% | 3.32% | 4.13% | 54 | ||||||||
| Yorktown Small-Cap Fund | Small Cap Growth Equities | May 9, 2016 | 1.38% | 8.91% | 9.81% | 0.00% | 10 |
Explore top Yorktown Funds 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.
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5 Years
Best Yorktown Funds Mutual funds by Risk/Return Score
The top Yorktown Funds Mutual funds by PortfoliosLab Risk/Return Score are APIMX (59) and APIUX (54).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Yorktown Short Term Bond Fund | 59 | — | Jul 1997 | |
| Yorktown Multi-Sector Bond Fund | 54 | — | Jul 1997 | |
| Yorktown Growth Fund | 33 | — | Jun 1985 | |
| Yorktown Small-Cap Fund | 10 | — | May 2016 |
Best-Performing Yorktown Funds Mutual funds Over 5 Years
The top Yorktown Funds Mutual funds is APITX (5.20%).
Across the lineup, Yorktown Funds Mutual funds show an average 1-year return of 13.91% and an average 5-year return of 3.23%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Yorktown Growth Fund | 5.20% | — | Jun 1985 | |
| Yorktown Small-Cap Fund | 4.10% | — | May 2016 | |
| Yorktown Short Term Bond Fund | 2.18% | — | Jul 1997 | |
| Yorktown Multi-Sector Bond Fund | 1.43% | — | Jul 1997 |
Lowest-Cost Yorktown Funds Mutual funds
The top Yorktown Funds Mutual funds is APIMX (0.84%).
With an average expense ratio of 1.36%, Yorktown Funds Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Yorktown Short Term Bond Fund | 0.84% | — | Jul 1997 | |
| Yorktown Multi-Sector Bond Fund | 1.17% | — | Jul 1997 | |
| Yorktown Small-Cap Fund | 1.38% | — | May 2016 | |
| Yorktown Growth Fund | 2.04% | — | Jun 1985 |
Highest-Yield Yorktown Funds Mutual funds
The top Yorktown Funds Mutual funds is APIUX (4.13%).
Across the lineup, Yorktown Funds Mutual funds show an average dividend yield of 1.97%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Yorktown Multi-Sector Bond Fund | 4.13% | — | Jul 1997 | |
| Yorktown Short Term Bond Fund | 3.77% | — | Jul 1997 | |
| Yorktown Small-Cap Fund | 0.00% | — | May 2016 | |
| Yorktown Growth Fund | 0.00% | — | Jun 1985 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.