Yorktown Short Term Bond Fund (APIMX) belongs to the Short-Term Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with APIMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to APIMX
APIMX charges 0.84% annually. There are 112 mutual funds in the Short-Term Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Institutional Short-Term Bond Fund | 0.02% | — | Jun 2015 | APIMX vs VISTX | |
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | — | Jun 2015 | APIMX vs VIITX | |
| Fidelity Short-Term Treasury Bond Index Fund | 0.03% | — | Dec 2005 | APIMX vs FUMBX | |
| Schwab Short-Term Bond Index Fund | 0.06% | — | Feb 2017 | APIMX vs SWSBX | |
| TIAA-CREF Short-Term Bond Index Fund | 0.09% | — | Aug 2015 | APIMX vs TNSHX |
Best Risk-Adjusted Alternatives to APIMX
APIMX has a PortfoliosLab risk / return rank of 58. There are 86 mutual funds in the Short-Term Bond category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | 99 | — | Apr 2018 | APIMX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | — | Jul 2016 | APIMX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | — | Jul 2016 | APIMX vs DHEAX | |
| DFA Short-Duration Real Return Portfolio | 98 | — | Nov 2013 | APIMX vs DFAIX | |
| BlackRock Allocation Target Shares Series A Portfo... | 97 | — | Sep 2015 | APIMX vs BATAX |
Top Performing APIMX Alternatives (YTD)
APIMX is at 0.52% YTD. There are 72 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 8.20%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 8.20% | — | Apr 2011 | APIMX vs GPARX | |
| Leader Short Term High Yield Bond Fund | 4.01% | — | Jul 2005 | APIMX vs LCCMX | |
| DFA Short-Duration Real Return Portfolio | 2.10% | — | Nov 2013 | APIMX vs DFAIX | |
| Holbrook Income Fund | 1.91% | — | Jul 2016 | APIMX vs HOBEX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.88% | — | Jul 2016 | APIMX vs DHEIX |
Lowest Volatility Alternatives to APIMX
APIMX has 2.57% 1-year volatility. There are 114 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.80%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | 0.80% | — | Apr 2018 | APIMX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.07% | — | Jul 2016 | APIMX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.12% | — | Jul 2016 | APIMX vs DHEAX | |
| DFA Short-Term Extended Quality Portfolio | 1.13% | — | Mar 2009 | APIMX vs DFEQX | |
| DoubleLine Low Duration Bond Fund Class N | 1.19% | — | Sep 2011 | APIMX vs DLSNX |
Lowest Drawdown Alternatives to APIMX
APIMX has a 1-year max drawdown of -1.20%. There are 48 mutual funds in the Short-Term Bond category with shallower 1-year drawdowns, going as shallow as -0.25%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | -0.25% | — | Apr 2018 | APIMX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | -0.47% | — | Nov 2013 | APIMX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | — | Jul 2016 | APIMX vs DHEAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | — | Jul 2016 | APIMX vs DHEIX | |
| Holbrook Income Fund | -0.61% | — | Jul 2016 | APIMX vs HOBEX |
Other Mutual Funds from Yorktown Funds
The 3 most viewed Yorktown Funds mutual funds shown here include APITX, APIUX, YOVIX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Yorktown Growth Fund | Global Equities | 50 | 21.88% | — | Jun 1985 | APIMX vs APITX | |
| Yorktown Multi-Sector Bond Fund | Multisector Bonds | 51 | 0.89% | — | Jul 1997 | APIMX vs APIUX | |
| Yorktown Small-Cap Fund | Small Cap Growth Equities | 17 | 14.60% | — | May 2016 | APIMX vs YOVIX |
Often Compared With APIMX
Investors most often compare APIMX with DBLSX, DFCFX, CMFIX. These 8 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| DoubleLine Low Duration Bond Fund | Short-Term Bond | 97 | 1.06% | — | Sep 2011 | APIMX vs DBLSX | |
| DFA Two-Year Fixed Income Portfolio | Short-Term Bond | 65 | 1.62% | — | Jun 1996 | APIMX vs DFCFX | |
| CM Advisors Fixed Income Fund | Short-Term Bond | 70 | 0.73% | — | Mar 2006 | APIMX vs CMFIX | |
| Sextant Short Term Bond Fund | Short-Term Bond | — | — | — | Sep 1995 | APIMX vs STBFX | |
| T. Rowe Price Short Duration Income Fund | Short-Term Bond | 86 | 0.58% | — | Dec 2020 | APIMX vs TSDLX | |
| Vanguard Short-Term Bond Index Fund | Short-Term Bond | 29 | -0.13% | — | Mar 1994 | APIMX vs VBISX | |
| SEI Asset Allocation Trust Defensive Strategy Fund | Short-Term Bond | 85 | 1.56% | — | Nov 2003 | APIMX vs SNSAX | |
| Destinations Low Duration Fixed Income Fund | Short-Term Bond | 95 | 1.72% | — | Mar 2017 | APIMX vs DLDFX |
Compare APIMX with Any Fund or Stock
Compare APIMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair APIMX with funds that move differently
Yorktown Short Term Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to APIMX.
Explore APIMX Diversifiers