Yorktown Growth Fund (APITX)
The fund invests in securities that, in the opinion of Yorktown Management & Research Company, Inc. (the "Adviser"), offer the opportunity for growth of capital. It can include stocks of any size, within any sector, and at times the Adviser may emphasize one or more particular sectors. The fund may also invest in other U.S. and foreign securities, including securities convertible into common stock and securities issued through private placements, and securities issued by investment companies ("underlying funds").
Fund Info
US0288371026
028837102
Jun 13, 1985
$1,000
Mid-Cap
Growth
Expense Ratio
APITX has a high expense ratio of 2.04%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Yorktown Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Yorktown Growth Fund had a return of 3.82% year-to-date (YTD) and 7.67% in the last 12 months. Over the past 10 years, Yorktown Growth Fund had an annualized return of -0.34%, while the S&P 500 had an annualized return of 11.26%, indicating that Yorktown Growth Fund did not perform as well as the benchmark.
APITX
3.82%
-0.46%
4.82%
7.67%
0.61%
-0.34%
^GSPC (Benchmark)
3.96%
1.97%
9.03%
22.16%
12.60%
11.26%
Monthly Returns
The table below presents the monthly returns of APITX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 4.53% | 3.82% | |||||||||||
| 2024 | -1.54% | 7.11% | 3.32% | -7.45% | 3.73% | -1.47% | 4.47% | -0.08% | 1.19% | -1.33% | 8.51% | -7.91% | 7.34% |
| 2023 | 8.97% | -2.25% | 0.57% | -1.81% | -1.94% | 9.09% | 4.62% | -3.98% | -6.22% | -7.31% | 10.58% | 9.85% | 19.37% |
| 2022 | -12.32% | -2.04% | 0.09% | -9.73% | -1.06% | -8.56% | 10.74% | -5.28% | -9.03% | 5.91% | 8.53% | -4.85% | -26.74% |
| 2021 | 0.15% | 5.14% | -0.14% | 4.69% | -0.59% | 0.93% | 2.10% | 2.83% | -4.82% | 5.65% | -3.73% | -13.45% | -2.83% |
| 2020 | -1.22% | -6.35% | -10.12% | 10.68% | 6.73% | 1.74% | 6.36% | 4.75% | -2.12% | -0.30% | 11.92% | -7.70% | 12.21% |
| 2019 | 8.14% | 4.21% | 1.03% | 4.68% | -4.88% | 6.32% | 0.96% | -2.31% | 1.63% | 2.57% | 2.74% | -6.54% | 18.99% |
| 2018 | 4.28% | -4.10% | -0.53% | -1.21% | 1.56% | -0.60% | 1.21% | 3.06% | -1.42% | -10.22% | 1.61% | -25.86% | -31.02% |
| 2017 | 2.81% | 2.66% | 1.78% | 2.47% | 2.06% | 0.49% | 1.66% | 1.16% | 2.76% | 2.75% | 1.91% | -6.38% | 16.97% |
| 2016 | -6.28% | 0.17% | 6.95% | 0.08% | 1.38% | -1.04% | 5.18% | 0.23% | 0.38% | -2.75% | 1.18% | -0.62% | 4.32% |
| 2015 | -2.15% | 6.12% | 0.52% | 0.44% | 1.10% | -0.94% | -0.22% | -6.96% | -4.02% | 6.32% | -2.55% | -2.93% | -5.91% |
| 2014 | -4.42% | 5.18% | -1.74% | -2.16% | 1.02% | 3.20% | -3.78% | 3.14% | -4.11% | 2.70% | 1.47% | -0.69% | -0.76% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of APITX is 22, meaning it’s performing worse than 78% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Yorktown Growth Fund (APITX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Yorktown Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Yorktown Growth Fund was 71.69%, occurring on Mar 6, 2009. Recovery took 2052 trading sessions.
The current Yorktown Growth Fund drawdown is 21.00%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -71.69% | Mar 28, 2000 | 2241 | Mar 6, 2009 | 2052 | May 2, 2017 | 4293 |
| -48.09% | Aug 31, 1989 | 294 | Oct 16, 1990 | 838 | Dec 31, 1993 | 1132 |
| -46.31% | Nov 17, 2021 | 229 | Oct 14, 2022 | — | — | — |
| -44.62% | Nov 29, 2017 | 581 | Mar 23, 2020 | 363 | Aug 30, 2021 | 944 |
| -35.65% | Aug 26, 1987 | 73 | Dec 4, 1987 | 436 | Aug 7, 1989 | 509 |
Volatility
Volatility Chart
The current Yorktown Growth Fund volatility is 4.82%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.