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APSTX: LIMITED DURATION FUND INVESTOR (MUTUAL FUND)
Basic Info 9.32 0.02(0.21%) June 05
| Asset Class: | Short-Term Bond |
| MyPlanIQ Rating: | (37%) |
| Start Date: | 10/28/1994 |
| Last Dividend Date: | 05/29/2026 |
| 12-Mo. Yield | 2.98% |
| Expenses | 0.83% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/28/1994 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.3 | 0.5 | 3.1 | 4.7 | 1.8 | 1.9 | 1.8 | 2.2 | 3.4 | 5.2 | 5.0 | 5.4 | -5.8 | -0.7 | 3.8 | 4.0 | 1.0 | 0.9 | 0.8 | 0.5 | 1.6 | 0.7 | 4.6 | 3.2 | 10.0 | 17.3 | -17.8 | 4.8 | 4.4 | 2.9 | 2.2 | 3.0 | 6.0 | 7.6 | 8.9 | 3.6 | 7.4 | 7.8 | 4.3 | 8.3 | 0.1 |
| Sharpe Ratio | NA | -0.51 | 0.2 | 0.59 | -0.29 | 0.11 | NA | NA | 0.68 | 0.98 | 0.56 | 0.57 | -2.65 | -0.6 | 1.71 | 1.46 | -0.3 | 0.2 | 0.48 | 0.41 | 1.41 | 0.55 | 4.14 | 2.31 | 4.04 | 4.3 | -3.49 | 0.79 | 0.63 | 0.42 | 0.7 | 1.35 | 2.05 | 2.02 | 1.85 | 0.07 | 1.63 | 1.66 | 0.25 | 1.11 | -1.36 |
| Draw Down(%) | NA | 1.5 | 1.5 | 1.5 | 8.5 | 8.6 | NA | NA | 19.3 | 1.3 | 1.3 | 1.4 | 7.6 | 1.2 | 3.2 | 0.9 | 0.7 | 1.0 | 1.0 | 0.5 | 0.4 | 1.4 | 0.4 | 0.4 | 1.1 | 2.0 | 19.3 | 1.1 | 0.5 | 0.4 | 1.1 | 0.8 | 1.4 | 1.2 | 1.2 | 1.1 | 0.6 | 0.9 | 1.9 | 2.4 | 0.8 |
| Standard Deviation(%) | NA | 2.4 | 2.3 | 2.5 | 2.5 | 2.1 | NA | NA | 2.4 | 2.4 | 2.4 | 3.1 | 2.7 | 1.3 | 2.1 | 1.7 | 1.3 | 1.4 | 1.2 | 1.2 | 1.1 | 1.2 | 1.1 | 1.4 | 2.4 | 4.0 | 5.4 | 2.1 | 1.6 | 1.4 | 1.8 | 1.7 | 2.4 | 2.6 | 2.6 | 2.6 | 2.4 | 2.5 | 2.7 | 3.9 | 2.5 |
| Treynor Ratio | NA | -0.02 | 0.01 | 0.02 | -0.01 | 0.0 | NA | NA | 0.02 | 0.03 | 0.02 | 0.02 | -0.11 | -0.01 | 0.07 | 0.03 | -0.01 | 0.0 | 0.01 | 0.01 | 0.03 | 0.01 | 0.09 | 0.05 | 0.1 | 0.21 | -0.29 | 0.02 | 0.01 | 0.01 | 0.02 | 0.04 | 0.07 | 0.07 | 0.06 | 0.0 | 0.05 | 0.05 | 0.01 | 0.05 | -0.04 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.02 | 0.02 | -0.07 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | -0.01 | -0.01 |
| Beta | NA | 0.83 | 0.83 | 0.78 | 0.74 | 0.7 | NA | NA | 0.74 | 0.78 | 0.77 | 0.79 | 0.65 | 0.6 | 0.51 | 0.81 | 0.66 | 0.63 | 0.47 | 0.52 | 0.51 | 0.6 | 0.52 | 0.61 | 1.0 | 0.83 | 0.65 | 0.7 | 0.75 | 0.76 | 0.74 | 0.62 | 0.69 | 0.71 | 0.86 | 0.92 | 0.72 | 0.89 | 0.87 | 0.84 | 0.76 |
| RSquared | NA | 0.71 | 0.69 | 0.75 | 0.75 | 0.67 | NA | NA | 0.55 | 0.7 | 0.76 | 0.83 | 0.76 | 0.43 | 0.5 | 0.66 | 0.49 | 0.33 | 0.43 | 0.53 | 0.38 | 0.47 | 0.33 | 0.49 | 0.65 | 0.34 | 0.24 | 0.7 | 0.73 | 0.68 | 0.72 | 0.63 | 0.63 | 0.81 | 0.74 | 0.81 | 0.72 | 0.78 | 0.88 | 0.37 | 0.79 |
| Yield(%) | N/A | 1.4 | 3.3 | 3.2 | 2.5 | 2.1 | 1.9 | 2.4 | N/A | 3.3 | 2.9 | 2.9 | 1.9 | 1.4 | 1.6 | 2.3 | 1.8 | 1.3 | 1.2 | 1.0 | 0.8 | 1.3 | 2.1 | 2.6 | 3.7 | 5.4 | 4.8 | 5.0 | 4.4 | 3.5 | 3.7 | 3.5 | 4.3 | 5.9 | 6.4 | 5.8 | 6.2 | 6.3 | 6.0 | 5.9 | 1.3 |
| Dividend Growth(%) | N/A | -57.1 | 7.7 | 67.2 | 54.5 | -29.6 | -62.7 | N/A | N/A | 15.2 | 1.5 | 45.5 | 27.1 | -9.1 | -28.2 | 24.0 | 45.5 | 3.5 | 16.2 | 22.2 | -35.2 | -37.5 | -18.4 | -24.4 | -23.4 | -13.1 | -3.4 | 12.2 | 25.4 | -5.3 | 5.0 | -18.4 | -25.9 | -5.9 | 7.1 | -4.5 | 0.2 | 2.8 | 2.7 | 345.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/28/1994
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