APIMX Alternatives & Similar Mutual Funds

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 115 mutual funds in the Short-Term Bond category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
VIITX	Vanguard Institutional Intermediate-Term Bond Fund	0.02%	—	Jun 2015	APIMX vs VIITX
VISTX	Vanguard Institutional Short-Term Bond Fund	0.02%	—	Jun 2015	APIMX vs VISTX
FUMBX	Fidelity Short-Term Treasury Bond Index Fund	0.03%	—	Dec 2005	APIMX vs FUMBX
SWSBX	Schwab Short-Term Bond Index Fund	0.06%	—	Feb 2017	APIMX vs SWSBX
VBIRX	Vanguard Short-Term Bond Index Fund Admiral Shares	0.06%	69.90B	Nov 2001	APIMX vs VBIRX

Best Risk-Adjusted Alternatives to APIMX

APIMX has a PortfoliosLab risk / return rank of 39. There are 103 mutual funds in the Short-Term Bond category with higher risk-adjusted ranks, going as high as 100.

Symbol	Name	Risk / Return Rank	AUM	Inception
DFCFX	DFA Two-Year Fixed Income Portfolio	100	—	Jun 1996	APIMX vs DFCFX
GPICX	GuidepathConservative Income Fund	99	—	Apr 2018	APIMX vs GPICX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	99	—	Jul 2016	APIMX vs DHEIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	99	—	Jul 2016	APIMX vs DHEAX
DLDFX	Destinations Low Duration Fixed Income Fund	98	—	Mar 2017	APIMX vs DLDFX

Top Performing APIMX Alternatives (YTD)

APIMX is at 0.42% YTD. There are 102 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 7.99%.

Symbol	Name	YTD Return	AUM	Inception
GPARX	GuidePath Absolute Return Allocation Fund	7.99%	—	Apr 2011	APIMX vs GPARX
LCCMX	Leader Short Term High Yield Bond Fund	3.90%	—	Jul 2005	APIMX vs LCCMX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	2.50%	—	Jul 2016	APIMX vs DHEIX
DFAIX	DFA Short-Duration Real Return Portfolio	2.38%	—	Nov 2013	APIMX vs DFAIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	2.33%	—	Jul 2016	APIMX vs DHEAX

Lowest Volatility Alternatives to APIMX

APIMX has 2.65% 1-year volatility. There are 121 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.73%.

Symbol	Name	Volatility 1Y	AUM	Inception
DFCFX	DFA Two-Year Fixed Income Portfolio	0.73%	—	Jun 1996	APIMX vs DFCFX
GPICX	GuidepathConservative Income Fund	0.79%	—	Apr 2018	APIMX vs GPICX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	1.04%	—	Jul 2016	APIMX vs DHEIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	1.09%	—	Jul 2016	APIMX vs DHEAX
DFEQX	DFA Short-Term Extended Quality Portfolio	1.14%	—	Mar 2009	APIMX vs DFEQX

Lowest Drawdown Alternatives to APIMX

APIMX has a 1-year max drawdown of -1.20%. There are 50 mutual funds in the Short-Term Bond category with shallower 1-year drawdowns, going as shallow as -0.21%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
DFCFX	DFA Two-Year Fixed Income Portfolio	-0.21%	—	Jun 1996	APIMX vs DFCFX
GPICX	GuidepathConservative Income Fund	-0.25%	—	Apr 2018	APIMX vs GPICX
DFAIX	DFA Short-Duration Real Return Portfolio	-0.47%	—	Nov 2013	APIMX vs DFAIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	-0.50%	—	Jul 2016	APIMX vs DHEAX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	-0.50%	—	Jul 2016	APIMX vs DHEIX

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
APITX	Yorktown Growth Fund	Global Equities	29	15.42%	—	Jun 1985	APIMX vs APITX
APIUX	Yorktown Multi-Sector Bond Fund	Multisector Bonds	29	0.30%	—	Jul 1997	APIMX vs APIUX
YOVIX	Yorktown Small-Cap Fund	Small Cap Growth Equities	12	8.56%	—	May 2016	APIMX vs YOVIX

Often Compared With APIMX

Investors most often compare APIMX with HOBEX, DBLSX, CMFIX. These 11 comparison targets span 3 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
HOBEX	Holbrook Income Fund	Short-Term Bond	96	1.98%	—	Jul 2016	APIMX vs HOBEX
DBLSX	DoubleLine Low Duration Bond Fund	Short-Term Bond	95	1.13%	—	Sep 2011	APIMX vs DBLSX
CMFIX	CM Advisors Fixed Income Fund	Short-Term Bond	57	1.89%	—	Mar 2006	APIMX vs CMFIX
STBFX	Sextant Short Term Bond Fund	Short-Term Bond	—	—	—	Sep 1995	APIMX vs STBFX
SNSAX	SEI Asset Allocation Trust Defensive Strategy Fund	Short-Term Bond	93	2.33%	—	Nov 2003	APIMX vs SNSAX
TSDLX	T. Rowe Price Short Duration Income Fund	Short-Term Bond	90	1.35%	—	Dec 2020	APIMX vs TSDLX
VBISX	Vanguard Short-Term Bond Index Fund	Short-Term Bond	25	0.10%	—	Mar 1994	APIMX vs VBISX
TNSHX	TIAA-CREF Short-Term Bond Index Fund	Short-Term Bond	60	0.63%	—	Aug 2015	APIMX vs TNSHX
BATAX	BlackRock Allocation Target Shares Series A Portfo...	Short-Term Bond	97	2.11%	—	Sep 2015	APIMX vs BATAX
DLSNX	DoubleLine Low Duration Bond Fund Class N	Short-Term Bond	93	1.01%	—	Sep 2011	APIMX vs DLSNX
VSCSX	Vanguard Short-Term Corporate Bond Index Fund Admi...	Short-Term Bond, Corporate Bonds, Investment Grade Bonds	71	0.89%	51.90B	Nov 2010	APIMX vs VSCSX

Compare APIMX with Any Fund or Stock

Compare APIMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Diversifiers

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

Yorktown Short Term Bond Fund (APIMX) Alternatives