Yorktown Multi-Sector Bond Fund (APIUX) belongs to the Multisector Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with APIUX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to APIUX
APIUX charges 1.17% annually. There are 67 mutual funds in the Multisector Bonds category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Doubleline Selective Credit Fund | 0.05% | — | Aug 2014 | APIUX vs DBSCX | |
| Vanguard Multi-Sector Income Bond Fund Admiral Sha... | 0.30% | — | Oct 2021 | APIUX vs VMSAX | |
| JPMorgan Income Fund | 0.40% | — | Jun 2014 | APIUX vs JMSIX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 0.40% | — | Jul 2016 | APIUX vs BWDTX | |
| Mercer Opportunistic Fixed Income Fund | 0.44% | — | Aug 2013 | APIUX vs MOFIX |
Best Risk-Adjusted Alternatives to APIUX
APIUX has a PortfoliosLab risk / return rank of 50. There are 43 mutual funds in the Multisector Bonds category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | 99 | — | Nov 2015 | APIUX vs NWXHX | |
| Nationwide Strategic Income A | 99 | — | Nov 2015 | APIUX vs NWXEX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 98 | — | Jul 2016 | APIUX vs BWDTX | |
| Rational Special Situations Income Fund | 98 | — | Jul 2019 | APIUX vs RFXIX | |
| Intrepid Income Fund | 97 | — | Jul 2007 | APIUX vs ICMUX |
Top Performing APIUX Alternatives (YTD)
APIUX is at 0.75% YTD. There are 60 mutual funds in the Multisector Bonds category with higher YTD returns, going as high as 4.57%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| abrdn Income Credit Strategies Fund | 4.57% | — | Jan 2011 | APIUX vs ACP | |
| Western Asset Diversified Income Fund | 4.16% | — | Jun 2021 | APIUX vs WDI | |
| Saba Capital Income & Opportunities Fund | 3.52% | — | Dec 1987 | APIUX vs BRW | |
| BrandywineGLOBAL - Flexible Bond Fund | 3.40% | — | May 2016 | APIUX vs LFLIX | |
| Intrepid Income Fund | 2.85% | — | Jul 2007 | APIUX vs ICMUX |
Lowest Volatility Alternatives to APIUX
APIUX has 2.65% 1-year volatility. There are 20 mutual funds in the Multisector Bonds category with lower 1-year volatility, going as low as 1.18%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | 1.18% | — | Nov 2015 | APIUX vs NWXHX | |
| Nationwide Strategic Income A | 1.22% | — | Nov 2015 | APIUX vs NWXEX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 1.30% | — | Jul 2016 | APIUX vs BWDTX | |
| Rational Special Situations Income Fund | 1.40% | — | Jul 2019 | APIUX vs RFXIX | |
| CrossingBridge Low Duration High Yield Fund | 1.41% | — | Jan 2018 | APIUX vs CBLDX |
Lowest Drawdown Alternatives to APIUX
APIUX has a 1-year max drawdown of -1.95%. There are 15 mutual funds in the Multisector Bonds category with shallower 1-year drawdowns, going as shallow as -0.41%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | -0.41% | — | Nov 2015 | APIUX vs NWXHX | |
| Nationwide Strategic Income A | -0.43% | — | Nov 2015 | APIUX vs NWXEX | |
| Rational Special Situations Income Fund | -0.72% | — | Jul 2019 | APIUX vs RFXIX | |
| CrossingBridge Low Duration High Yield Fund | -0.73% | — | Jan 2018 | APIUX vs CBLDX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | -1.00% | — | Jul 2016 | APIUX vs BWDTX |
Other Mutual Funds from Yorktown Funds
The 3 most viewed Yorktown Funds mutual funds shown here include APIMX, APITX, YOVIX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Yorktown Short Term Bond Fund | Short-Term Bond | 63 | 0.59% | — | Jul 1997 | APIUX vs APIMX | |
| Yorktown Growth Fund | Global Equities | 34 | 17.14% | — | Jun 1985 | APIUX vs APITX | |
| Yorktown Small-Cap Fund | Small Cap Growth Equities | 9 | 10.34% | — | May 2016 | APIUX vs YOVIX |
Often Compared With APIUX
Investors most often compare APIUX with BND, SPHY, SGOV. These 16 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare APIUX with Any Fund or Stock
Compare APIUX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair APIUX with funds that move differently
Yorktown Multi-Sector Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to APIUX.
Explore APIUX Diversifiers