Yorktown Growth Fund (APITX)

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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.

Yorktown Growth Fund (APITX) has returned -4.73% so far this year and 15.18% over the past 12 months. Over the last ten years, APITX has returned 8.14% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Jun 20, 1996, APITX's average daily return is +0.04%, while the average monthly return is +0.80%. At this rate, your investment would double in approximately 7.2 years.

Historically, 59% of months were positive and 41% were negative. The best month was Dec 2008 with a return of +54.8%, while the worst month was Oct 2008 at -24.9%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 6 months.

On a daily basis, APITX closed higher 52% of trading days. The best single day was Dec 31, 2008 with a return of +47.5%, while the worst single day was Oct 15, 2008 at -11.1%.

Yorktown Growth Fund has an annualized alpha of 0.46%, beta of 1.01, and R² of 0.71 versus S&P 500 Index. Calculated based on daily prices since June 21, 1996.

• This fund captured 114.69% of S&P 500 Index gains and 113.60% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• With beta of 1.01 and R² of 0.71, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

APITX has a high expense ratio of 2.04%, indicating above-average management fees.

APITX ranks 28 for risk / return — below 28% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for Yorktown Growth Fund (APITX) and compare them to a chosen benchmark (S&P 500 Index).

Yorktown Growth Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.

The table displays the monthly dividend distributions for Yorktown Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

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 63.33%, occurring on Nov 20, 2008. Recovery took 281 trading sessions.

The current Yorktown Growth Fund drawdown is 11.76%.

The chart below shows the rolling one-month volatility.