APITX vs. VOO

The year-to-date returns for both investments are quite close, with APITX having a -3.42% return and VOO slightly higher at -3.41%. Over the past 10 years, APITX has underperformed VOO with an annualized return of -1.23%, while VOO has yielded a comparatively higher 12.42% annualized return.

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APITX has a 2.04% expense ratio, which is higher than VOO's 0.03% expense ratio.

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.

The current APITX Sharpe Ratio is -0.06, which is lower than the VOO Sharpe Ratio of 0.52. The chart below compares the historical Sharpe Ratios of APITX and VOO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

APITX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.34%.

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.