APITX vs. VOO
Compare and contrast key facts about Yorktown Growth Fund (APITX) and Vanguard S&P 500 ETF (VOO).
APITX is managed by Yorktown Funds. It was launched on Jun 13, 1985. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: APITX or VOO.
Correlation
The correlation between APITX and VOO is 0.90, 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.
Performance
APITX vs. VOO - Performance Comparison
Key characteristics
APITX:
0.51
VOO:
2.30
APITX:
0.83
VOO:
3.05
APITX:
1.10
VOO:
1.43
APITX:
0.29
VOO:
3.39
APITX:
2.29
VOO:
15.10
APITX:
4.00%
VOO:
1.90%
APITX:
17.83%
VOO:
12.48%
APITX:
-71.69%
VOO:
-33.99%
APITX:
-22.64%
VOO:
-0.76%
Returns By Period
In the year-to-date period, APITX achieves a 9.14% return, which is significantly lower than VOO's 28.23% return. Over the past 10 years, APITX has underperformed VOO with an annualized return of -0.29%, while VOO has yielded a comparatively higher 13.23% annualized return.
APITX
9.14%
-5.61%
6.32%
9.14%
0.77%
-0.29%
VOO
28.23%
1.30%
11.10%
28.67%
15.07%
13.23%
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APITX vs. VOO - Expense Ratio Comparison
APITX has a 2.04% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
APITX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Yorktown Growth Fund (APITX) and Vanguard S&P 500 ETF (VOO). 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.
Dividends
APITX vs. VOO - Dividend Comparison
APITX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.21%.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Yorktown Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Vanguard S&P 500 ETF | 1.21% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
APITX vs. VOO - Drawdown Comparison
The maximum APITX drawdown since its inception was -71.69%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for APITX and VOO. For additional features, visit the drawdowns tool.
Volatility
APITX vs. VOO - Volatility Comparison
Yorktown Growth Fund (APITX) has a higher volatility of 4.49% compared to Vanguard S&P 500 ETF (VOO) at 3.90%. This indicates that APITX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.