APITX vs. JGYIX
APITX (Yorktown Growth Fund) and JGYIX (John Hancock Global Shareholder Yield Fund) are both Global Equities funds. Over the past 10 years, APITX returned 9.81%/yr vs 9.97%/yr for JGYIX. Their correlation of 0.83 suggests significant overlap in exposure. APITX charges 2.04%/yr vs 0.84%/yr for JGYIX.
Performance
APITX vs. JGYIX - Performance Comparison
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Returns By Period
In the year-to-date period, APITX achieves a 15.21% return, which is significantly lower than JGYIX's 18.57% return. Both investments have delivered pretty close results over the past 10 years, with APITX having a 9.81% annualized return and JGYIX not far ahead at 9.97%.
APITX
- 1D
- -1.65%
- 1M
- -3.02%
- 6M
- 8.88%
- YTD
- 15.21%
- 1Y
- 22.69%
- 3Y*
- 12.20%
- 5Y*
- 4.82%
- 10Y*
- 9.81%
JGYIX
- 1D
- -0.34%
- 1M
- 0.44%
- 6M
- 16.79%
- YTD
- 18.57%
- 1Y
- 27.67%
- 3Y*
- 20.55%
- 5Y*
- 13.13%
- 10Y*
- 9.97%
APITX vs. JGYIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
APITX Yorktown Growth Fund | 15.21% | 10.90% | 7.34% | 19.37% | -26.74% | 16.38% | 28.59% | 30.52% | -14.66% | 26.20% |
JGYIX John Hancock Global Shareholder Yield Fund | 18.57% | 24.13% | 14.38% | 11.36% | -4.87% | 17.65% | -1.36% | 20.86% | -9.27% | 16.72% |
Correlation
The correlation between APITX and JGYIX is 0.66, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.66 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.75 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.79 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.79 |
Correlation (All Time) Calculated using the full available price history since Feb 28, 2007 | 0.83 |
The correlation between APITX and JGYIX shifts across timeframes, from 0.66 (1 year) to 0.83 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
APITX vs. JGYIX — Risk / Return Rank
APITX
JGYIX
APITX vs. JGYIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Yorktown Growth Fund (APITX) and John Hancock Global Shareholder Yield Fund (JGYIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| APITX | JGYIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.64 | ||
| Sortino ratioReturn per unit of downside risk | -2.17 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.50 | -0.30 |
| Calmar ratioReturn relative to maximum drawdown | 1.99 | 4.01 | -2.02 |
| Martin ratioReturn relative to average drawdown | 7.20 | 15.46 | -8.26 |
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Drawdowns
APITX vs. JGYIX - Drawdown Comparison
The maximum APITX drawdown since its inception was -63.33%, which is greater than JGYIX's maximum drawdown of -46.76%. Use the drawdown chart below to compare losses from any high point for APITX and JGYIX.
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Drawdown Indicators
| APITX | JGYIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.33% | -46.76% | -16.57% |
Max Drawdown (1Y)Largest decline over 1 year | -11.76% | -6.96% | -4.80% |
Max Drawdown (3Y)Largest decline over 3 years | -24.80% | -11.99% | -12.81% |
Max Drawdown (5Y)Largest decline over 5 years | -35.69% | -18.97% | -16.72% |
Max Drawdown (10Y)Largest decline over 10 years | -35.69% | -36.45% | +0.76% |
Current DrawdownCurrent decline from peak | -5.47% | -0.34% | -5.13% |
Average DrawdownAverage peak-to-trough decline | -14.37% | -6.74% | -7.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.25% | 1.80% | +1.45% |
Volatility
APITX vs. JGYIX - Volatility Comparison
Yorktown Growth Fund (APITX) has a higher volatility of 7.43% compared to John Hancock Global Shareholder Yield Fund (JGYIX) at 2.55%. This indicates that APITX's price experiences larger fluctuations and is considered to be riskier than JGYIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| APITX | JGYIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.43% | 2.55% | +4.88% |
Volatility (6M)Calculated over the trailing 6-month period | 17.12% | 8.01% | +9.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.10% | 10.16% | +10.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.14% | 13.21% | +7.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.03% | 14.86% | +4.17% |
APITX vs. JGYIX - Expense Ratio Comparison
APITX has a 2.04% expense ratio, which is higher than JGYIX's 0.84% expense ratio.
Dividends
APITX vs. JGYIX - Dividend Comparison
APITX has not paid dividends to shareholders, while JGYIX's dividend yield for the trailing twelve months is around 11.25%.
| Position | 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% |
JGYIX John Hancock Global Shareholder Yield Fund | 11.25% | 13.30% | 8.21% | 4.37% | 9.51% | 11.27% | 2.71% | 4.81% | 6.31% | 2.91% | 3.19% | 7.64% |
Frequently Asked Questions
APITX and JGYIX have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
APITX has higher volatility (7.43%) compared to JGYIX (2.55%). In terms of maximum drawdown, APITX dropped -63.33% vs JGYIX's -46.76%.
JGYIX currently has the higher Sharpe Ratio (2.75 vs 1.11), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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