APIUX vs. STIP
Compare and contrast key facts about Yorktown Multi-Sector Bond Fund (APIUX) and iShares 0-5 Year TIPS Bond ETF (STIP).
APIUX is managed by Yorktown Funds. It was launched on Jul 1, 1997. STIP is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. Treasury Inflation-Protected Securities (TIPS) 0-5 Years Index (Series-L). It was launched on Dec 1, 2010.
Performance
APIUX vs. STIP - Performance Comparison
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APIUX vs. STIP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
APIUX Yorktown Multi-Sector Bond Fund | -0.49% | 6.49% | 5.34% | 7.10% | -12.71% | 3.77% | -1.98% | 15.34% | -6.75% | 10.04% |
STIP iShares 0-5 Year TIPS Bond ETF | 1.02% | 6.03% | 4.77% | 4.63% | -3.02% | 5.68% | 5.18% | 4.89% | 0.54% | 0.74% |
Returns By Period
In the year-to-date period, APIUX achieves a -0.49% return, which is significantly lower than STIP's 1.02% return. Over the past 10 years, APIUX has outperformed STIP with an annualized return of 3.57%, while STIP has yielded a comparatively lower 3.11% annualized return.
APIUX
- 1D
- 0.35%
- 1M
- -1.60%
- YTD
- -0.49%
- 6M
- 0.57%
- 1Y
- 4.13%
- 3Y*
- 5.78%
- 5Y*
- 1.46%
- 10Y*
- 3.57%
STIP
- 1D
- 0.05%
- 1M
- 0.11%
- YTD
- 1.02%
- 6M
- 1.38%
- 1Y
- 3.99%
- 3Y*
- 4.69%
- 5Y*
- 3.49%
- 10Y*
- 3.11%
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APIUX vs. STIP - Expense Ratio Comparison
APIUX has a 1.17% expense ratio, which is higher than STIP's 0.06% expense ratio.
Return for Risk
APIUX vs. STIP — Risk / Return Rank
APIUX
STIP
APIUX vs. STIP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Yorktown Multi-Sector Bond Fund (APIUX) and iShares 0-5 Year TIPS Bond ETF (STIP). 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.
| APIUX | STIP | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.51 | 2.19 | -0.68 |
Sortino ratioReturn per unit of downside risk | 2.12 | 3.34 | -1.22 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.47 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | 2.32 | 4.30 | -1.98 |
Martin ratioReturn relative to average drawdown | 8.86 | 14.63 | -5.77 |
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
| APIUX | STIP | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.51 | 2.19 | -0.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 1.27 | -0.87 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 1.27 | -0.53 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 1.05 | -0.81 |
Correlation
The correlation between APIUX and STIP is 0.23, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
APIUX vs. STIP - Dividend Comparison
APIUX's dividend yield for the trailing twelve months is around 4.20%, more than STIP's 3.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APIUX Yorktown Multi-Sector Bond Fund | 4.20% | 4.16% | 4.14% | 4.11% | 4.35% | 3.42% | 4.02% | 4.46% | 4.60% | 5.86% | 6.90% | 8.50% |
STIP iShares 0-5 Year TIPS Bond ETF | 3.93% | 4.11% | 2.62% | 2.84% | 6.04% | 4.15% | 1.40% | 2.06% | 2.44% | 1.59% | 0.89% | 0.00% |
Drawdowns
APIUX vs. STIP - Drawdown Comparison
The maximum APIUX drawdown since its inception was -34.31%, which is greater than STIP's maximum drawdown of -5.50%. Use the drawdown chart below to compare losses from any high point for APIUX and STIP.
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Drawdown Indicators
| APIUX | STIP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.31% | -5.50% | -28.81% |
Max Drawdown (1Y)Largest decline over 1 year | -1.98% | -0.95% | -1.03% |
Max Drawdown (5Y)Largest decline over 5 years | -16.44% | -5.50% | -10.94% |
Max Drawdown (10Y)Largest decline over 10 years | -22.80% | -5.50% | -17.30% |
Current DrawdownCurrent decline from peak | -1.60% | -0.24% | -1.36% |
Average DrawdownAverage peak-to-trough decline | -4.43% | -1.00% | -3.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.52% | 0.28% | +0.24% |
Volatility
APIUX vs. STIP - Volatility Comparison
Yorktown Multi-Sector Bond Fund (APIUX) has a higher volatility of 1.22% compared to iShares 0-5 Year TIPS Bond ETF (STIP) at 0.59%. This indicates that APIUX's price experiences larger fluctuations and is considered to be riskier than STIP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| APIUX | STIP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.22% | 0.59% | +0.63% |
Volatility (6M)Calculated over the trailing 6-month period | 1.76% | 0.97% | +0.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.83% | 1.83% | +1.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.67% | 2.76% | +0.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.85% | 2.45% | +2.40% |