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Yorktown Growth Fund (APITX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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12.23-0.03 (-0.24%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.44%
5-Year Average Return8.61%
Number of Years Up26
Number of Years Down12
Best 1 Yr Total Return (May 7, 2024)46.27%
Worst 1 Yr Total Return (May 7, 2024)N/A
Best 3-Yr Total Return46.27%
Worst 3-Yr Total Return0.42%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnAPITXCategory
YTD0.85%12.99%
1-Month-7.45%1.30%
3-Month2.43%6.38%
1-Year14.44%53.27%
3-Year-2.47%14.94%
5-Year7.52%15.72%
10-Year6.86%9.30%
Last Bull Market32.37%18.45%
Last Bear Market-18.33%-25.47%

Annual Total Return (%) History

Year
APITXCategory
2024
N/AN/A
2023
19.37%N/A
2022
-26.74%N/A
2021
15.80%N/A
2020
28.57%24.89%
2019
30.42%26.49%
2018
-14.46%-14.25%
2017
26.24%25.44%
2016
5.45%9.32%
2015
-3.03%-1.23%
2014
-0.76%-0.42%
2013
33.30%30.99%
2012
16.02%18.46%
2011
-6.29%-11.76%
2010
21.45%20.56%
2009
46.27%47.20%
2008
-51.02%-44.69%
2007
15.00%9.94%
2006
13.12%19.63%
2005
7.41%14.86%
2004
13.27%20.29%
2003
43.16%44.66%
2002
-26.34%-18.01%
2001
-17.09%-15.09%
2000
-13.82%-7.00%
1999
31.73%56.41%
1998
13.39%1.76%
1997
15.64%2.69%
1996
11.33%14.84%
1995
22.91%15.74%
1994
-3.42%-1.66%
1993
18.28%34.71%
1992
1.98%4.90%
1991
45.95%29.42%
1990
-12.66%-9.74%
1989
15.93%22.02%
1988
25.96%24.04%
1987
-7.61%-4.31%
1986
13.83%18.81%
1985
N/A30.70%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.97%N/AN/AN/A
20237.14%5.04%-5.80%12.60%
2022-14.04%-18.33%-4.57%9.36%
20215.15%5.04%-0.07%4.91%
2020-16.86%20.18%9.05%18.00%
201913.86%5.87%0.24%7.93%
2018-0.53%-0.27%2.83%-16.14%
20177.43%5.09%5.68%5.81%
20160.41%0.41%5.83%-1.16%
20154.37%0.59%-10.89%3.66%
2014-1.22%2.00%-4.84%3.49%
201310.05%1.48%10.18%8.33%
201212.84%-6.16%4.56%4.79%
20114.19%0.53%-19.60%11.27%
20105.23%-10.45%14.79%12.27%
2009-6.27%25.10%18.06%5.67%
2008-12.26%-0.25%-17.87%-31.85%
20073.05%8.55%3.83%-0.98%
20069.14%-6.47%2.59%8.01%
2005-4.57%1.71%7.45%2.97%
20042.93%0.66%-4.61%14.61%
2003-4.89%23.79%6.17%14.53%
2002-0.51%-14.99%-19.46%8.16%
2001-14.47%8.13%-21.15%13.71%
20008.09%-5.40%-2.20%-13.83%
19991.90%6.53%-3.78%26.11%
199811.37%-1.17%-15.00%21.21%
1997-3.08%13.77%8.81%-3.62%
19963.81%3.15%1.82%2.11%
19955.32%8.25%6.69%1.05%
1994-3.82%-4.21%7.78%-2.74%
19930.71%3.68%8.11%4.79%
1992-3.12%-6.83%2.03%10.73%
199127.29%-3.52%10.24%7.80%
1990-2.70%0.38%-23.74%17.25%
19896.29%2.67%14.05%-6.86%
198813.75%7.35%0.18%2.97%
198717.05%-0.39%9.35%-27.54%
198627.42%-7.64%-6.88%3.87%
198519.61%N/AN/AN/A

Rank In Category (By Total Return)

YTD25
1-Month93
3-Month43
1-Year24
3-Year26
5-Year27

Load Adjusted Returns

1-Year14.44%
3-Year-2.47%
5-Year7.52%
10-Year6.86%