APITX vs. GAOAX
Compare and contrast key facts about Yorktown Growth Fund (APITX) and JPMorgan Global Allocation Fund A (GAOAX).
APITX is managed by Yorktown Funds. It was launched on Jun 13, 1985. GAOAX is managed by JPMorgan. It was launched on May 31, 2011.
Performance
APITX vs. GAOAX - Performance Comparison
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APITX vs. GAOAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
APITX Yorktown Growth Fund | -4.73% | 10.90% | 7.34% | 19.37% | -26.74% | 16.38% | 28.59% | 30.52% | -14.66% | 26.20% |
GAOAX JPMorgan Global Allocation Fund A | -5.28% | 14.68% | 7.91% | 12.69% | -18.74% | 3.60% | 15.29% | 15.95% | -6.07% | 16.82% |
Returns By Period
In the year-to-date period, APITX achieves a -4.73% return, which is significantly higher than GAOAX's -5.28% return. Over the past 10 years, APITX has outperformed GAOAX with an annualized return of 8.14%, while GAOAX has yielded a comparatively lower 5.59% annualized return.
APITX
- 1D
- -1.92%
- 1M
- -9.84%
- YTD
- -4.73%
- 6M
- -5.41%
- 1Y
- 15.18%
- 3Y*
- 8.11%
- 5Y*
- 1.88%
- 10Y*
- 8.14%
GAOAX
- 1D
- -0.10%
- 1M
- -8.53%
- YTD
- -5.28%
- 6M
- -3.90%
- 1Y
- 8.28%
- 3Y*
- 7.88%
- 5Y*
- 1.78%
- 10Y*
- 5.59%
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APITX vs. GAOAX - Expense Ratio Comparison
APITX has a 2.04% expense ratio, which is higher than GAOAX's 1.04% expense ratio.
Return for Risk
APITX vs. GAOAX — Risk / Return Rank
APITX
GAOAX
APITX vs. GAOAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Yorktown Growth Fund (APITX) and JPMorgan Global Allocation Fund A (GAOAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| APITX | GAOAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.63 | 0.72 | -0.09 |
Sortino ratioReturn per unit of downside risk | 1.04 | 1.06 | -0.02 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.15 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.96 | 0.82 | +0.14 |
Martin ratioReturn relative to average drawdown | 3.56 | 3.42 | +0.14 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| APITX | GAOAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.63 | 0.72 | -0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | 0.16 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 0.52 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.53 | -0.19 |
Correlation
The correlation between APITX and GAOAX is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
APITX vs. GAOAX - Dividend Comparison
APITX has not paid dividends to shareholders, while GAOAX's dividend yield for the trailing twelve months is around 10.19%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APITX Yorktown Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 18.81% | 13.95% | 9.40% | 25.45% | 7.74% | 1.09% | 3.16% |
GAOAX JPMorgan Global Allocation Fund A | 10.19% | 10.15% | 2.34% | 0.00% | 4.62% | 4.61% | 1.54% | 2.43% | 2.52% | 2.95% | 2.59% | 0.96% |
Drawdowns
APITX vs. GAOAX - Drawdown Comparison
The maximum APITX drawdown since its inception was -63.33%, which is greater than GAOAX's maximum drawdown of -29.02%. Use the drawdown chart below to compare losses from any high point for APITX and GAOAX.
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Drawdown Indicators
| APITX | GAOAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.33% | -29.02% | -34.31% |
Max Drawdown (1Y)Largest decline over 1 year | -12.88% | -8.95% | -3.93% |
Max Drawdown (5Y)Largest decline over 5 years | -35.69% | -29.02% | -6.67% |
Max Drawdown (10Y)Largest decline over 10 years | -35.69% | -29.02% | -6.67% |
Current DrawdownCurrent decline from peak | -11.76% | -8.95% | -2.81% |
Average DrawdownAverage peak-to-trough decline | -14.49% | -6.01% | -8.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.47% | 2.15% | +1.32% |
Volatility
APITX vs. GAOAX - Volatility Comparison
Yorktown Growth Fund (APITX) has a higher volatility of 8.07% compared to JPMorgan Global Allocation Fund A (GAOAX) at 4.64%. This indicates that APITX's price experiences larger fluctuations and is considered to be riskier than GAOAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| APITX | GAOAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.07% | 4.64% | +3.43% |
Volatility (6M)Calculated over the trailing 6-month period | 15.34% | 7.42% | +7.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.33% | 11.46% | +11.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.54% | 11.02% | +9.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.80% | 10.80% | +8.00% |