APITX vs. YOVIX

Last updated Apr 1, 2026

Compare and contrast key facts about Yorktown Growth Fund (APITX) and Yorktown Small-Cap Fund (YOVIX).

APITX is managed by Yorktown Funds. It was launched on Jun 13, 1985. YOVIX is managed by Yorktown Funds. It was launched on May 9, 2016.

Performance

APITX vs. YOVIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Yorktown Growth Fund (APITX) and Yorktown Small-Cap Fund (YOVIX). The values are adjusted to include any dividend payments, if applicable.

APITX vs. YOVIX - 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%
YOVIX Yorktown Small-Cap Fund	-9.77%	9.64%	6.01%	14.19%	-25.19%	24.76%	30.31%	21.85%	-7.94%	8.83%

Returns By Period

In the year-to-date period, APITX achieves a -4.73% return, which is significantly higher than YOVIX's -9.77% 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%

YOVIX

• 1D: -1.75%
• 1M: -9.82%
• YTD: -9.77%
• 6M: -14.91%
• 1Y: 3.77%
• 3Y*: 4.22%
• 5Y*: 0.29%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

APITX vs. YOVIX - Expense Ratio Comparison

APITX has a 2.04% expense ratio, which is higher than YOVIX's 1.38% expense ratio.

APITX

Yorktown Growth Fund

YOVIX

Yorktown Small-Cap Fund

Return for Risk

APITX vs. YOVIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

APITX

APITX Risk / Return Rank: 28
APITX Sharpe Ratio Rank: 25
APITX Sortino Ratio Rank: 27
APITX Omega Ratio Rank: 23
APITX Calmar Ratio Rank: 35
APITX Martin Ratio Rank: 33

YOVIX

YOVIX Risk / Return Rank: 8
YOVIX Sharpe Ratio Rank: 8
YOVIX Sortino Ratio Rank: 8
YOVIX Omega Ratio Rank: 8
YOVIX Calmar Ratio Rank: 8
YOVIX Martin Ratio Rank: 8

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

APITX vs. YOVIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Yorktown Growth Fund (APITX) and Yorktown Small-Cap Fund (YOVIX). 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	YOVIX	Difference
Sharpe ratio Return per unit of total volatility	0.63	0.16	+0.48
Sortino ratio Return per unit of downside risk	1.04	0.40	+0.65
Omega ratio Gain probability vs. loss probability	1.14	1.05	+0.09
Calmar ratio Return relative to maximum drawdown	0.96	0.10	+0.86
Martin ratio Return relative to average drawdown	3.56	0.31	+3.26
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

APITX vs. YOVIX - Sharpe Ratio Comparison

The current APITX Sharpe Ratio is 0.63, which is higher than the YOVIX Sharpe Ratio of 0.16. The chart below compares the historical Sharpe Ratios of APITX and YOVIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	APITX	YOVIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.63	0.16	+0.48
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.09	0.01	+0.08
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.43	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.34	0.36	-0.02

Correlation

The correlation between APITX and YOVIX 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. YOVIX - Dividend Comparison

Neither APITX nor YOVIX has paid dividends to shareholders.

	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%
YOVIX Yorktown Small-Cap Fund	0.00%	0.00%	0.00%	0.24%	8.03%	4.61%	0.07%	1.26%	1.01%	17.08%	0.27%	0.00%

Drawdowns

APITX vs. YOVIX - Drawdown Comparison

The maximum APITX drawdown since its inception was -63.33%, which is greater than YOVIX's maximum drawdown of -41.82%. Use the drawdown chart below to compare losses from any high point for APITX and YOVIX.

Drawdown Indicators

	APITX	YOVIX	Difference
Max Drawdown Largest peak-to-trough decline	-63.33%	-41.82%	-21.51%
Max Drawdown (1Y) Largest decline over 1 year	-12.88%	-16.53%	+3.65%
Max Drawdown (5Y) Largest decline over 5 years	-35.69%	-33.13%	-2.56%
Max Drawdown (10Y) Largest decline over 10 years	-35.69%	—	—
Current Drawdown Current decline from peak	-11.76%	-16.53%	+4.77%
Average Drawdown Average peak-to-trough decline	-14.49%	-10.51%	-3.98%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.47%	5.27%	-1.80%

Volatility

APITX vs. YOVIX - Volatility Comparison

Yorktown Growth Fund (APITX) has a higher volatility of 8.07% compared to Yorktown Small-Cap Fund (YOVIX) at 6.52%. This indicates that APITX's price experiences larger fluctuations and is considered to be riskier than YOVIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	APITX	YOVIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	8.07%	6.52%	+1.55%
Volatility (6M) Calculated over the trailing 6-month period	15.34%	14.75%	+0.59%
Volatility (1Y) Calculated over the trailing 1-year period	23.33%	23.07%	+0.26%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.54%	21.99%	-1.45%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.80%	22.57%	-3.77%