APIUX vs. STIP
APIUX (Yorktown Multi-Sector Bond Fund) and STIP (iShares 0-5 Year TIPS Bond ETF) are both funds - APIUX is a Multisector Bonds fund managed by Yorktown Funds, while STIP is a Inflation-Protected Bonds fund tracking the Bloomberg US Treasury Inflation-Protected Securities (TIPS) 0-5 Years Index (Series-L). Over the past 10 years, APIUX returned 3.05%/yr vs 3.09%/yr for STIP. At a 0.23 correlation, their price movements are largely independent. APIUX charges 1.17%/yr vs 0.06%/yr for STIP.
Performance
APIUX vs. STIP - Performance Comparison
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Returns By Period
In the year-to-date period, APIUX achieves a 0.75% return, which is significantly lower than STIP's 1.74% return. Both investments have delivered pretty close results over the past 10 years, with APIUX having a 3.05% annualized return and STIP not far ahead at 3.09%.
APIUX
- 1D
- 0.00%
- 1M
- -0.14%
- 6M
- 0.52%
- YTD
- 0.75%
- 1Y
- 4.31%
- 3Y*
- 5.97%
- 5Y*
- 1.12%
- 10Y*
- 3.05%
STIP
- 1D
- -0.05%
- 1M
- -0.12%
- 6M
- 1.61%
- YTD
- 1.74%
- 1Y
- 3.59%
- 3Y*
- 5.13%
- 5Y*
- 3.19%
- 10Y*
- 3.09%
APIUX vs. STIP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
APIUX Yorktown Multi-Sector Bond Fund | 0.75% | 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 | 1.74% | 6.03% | 4.77% | 4.63% | -3.02% | 5.68% | 5.18% | 4.89% | 0.54% | 0.74% |
Correlation
The correlation between APIUX and STIP is 0.44, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.44 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.59 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.54 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.34 |
Correlation (All Time) Calculated using the full available price history since Dec 3, 2010 | 0.23 |
Over the past year, APIUX and STIP have become more correlated (0.44) than their long-term average of 0.23, meaning their price movements have been converging.
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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.
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.
| APIUX | STIP | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.81 | ||
| Sortino ratioReturn per unit of downside risk | -1.44 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.48 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | 2.09 | 4.96 | -2.87 |
| Martin ratioReturn relative to average drawdown | 8.17 | 16.59 | -8.43 |
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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 | -1.95% | -0.73% | -1.22% |
Max Drawdown (3Y)Largest decline over 3 years | -3.06% | -0.95% | -2.11% |
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 | -0.58% | -0.32% | -0.26% |
Average DrawdownAverage peak-to-trough decline | -4.39% | -0.99% | -3.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.50% | 0.22% | +0.28% |
Volatility
APIUX vs. STIP - Volatility Comparison
Yorktown Multi-Sector Bond Fund (APIUX) has a higher volatility of 0.86% compared to iShares 0-5 Year TIPS Bond ETF (STIP) at 0.62%. 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 | 0.86% | 0.62% | +0.24% |
Volatility (6M)Calculated over the trailing 6-month period | 2.17% | 1.15% | +1.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.65% | 1.54% | +1.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.72% | 2.74% | +0.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.78% | 2.46% | +2.32% |
APIUX vs. STIP - Expense Ratio Comparison
APIUX has a 1.17% expense ratio, which is higher than STIP's 0.06% expense ratio.
Dividends
APIUX vs. STIP - Dividend Comparison
APIUX's dividend yield for the trailing twelve months is around 4.14%, less than STIP's 4.91% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APIUX Yorktown Multi-Sector Bond Fund | 4.14% | 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 | 4.91% | 4.11% | 2.62% | 2.84% | 6.04% | 4.15% | 1.40% | 2.06% | 2.44% | 1.59% | 0.89% | 0.00% |
Frequently Asked Questions
APIUX and STIP have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
APIUX has higher volatility (0.86%) compared to STIP (0.62%). In terms of maximum drawdown, APIUX dropped -34.31% vs STIP's -5.50%.
STIP currently has the higher Sharpe Ratio (2.35 vs 1.54), 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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