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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.

Click on any fund in the list to see complete information, including risk and performance analysis.


Issuer: Yorktown Funds
SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend YieldMax. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
APIMX
Yorktown Short Term Bond FundShort-Term BondJul 2, 19970.84%
2.80%
1.60%
2.76%
Yorktown Growth FundGlobal EquitiesJun 13, 19852.04%
7.17%
7.88%
0.00%
Yorktown Multi-Sector Bond FundMultisector BondsJul 1, 19971.17%
3.57%
1.64%
4.11%
Yorktown Small-Cap FundSmall Cap Growth EquitiesMay 9, 20161.38%
7.62%
0.22%

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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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