Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
APCX (Apptech Corp) 30.00% 30.00% -39.02% -21.03% 17.16% NA NA
Data as of 06/17/2026, Common starting date is 06/05/2013
More Performance Analytics Comparison
Name Start Date End Date
APCX (Apptech Corp) 06/05/2013 06/17/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013
Annualized Return (%) -20.41 30.00 -39.02 -21.03 17.16 NA NA 30.00 -23.08 -63.32 -16.03 80.92 45.56 38.46 41.30 -61.98 908.33 50.00 -11.11 -55.00 -79.80
Sharpe Ratio NA 0.36 -0.27 -0.12 0.05 NA NA 1.66 -0.14 -0.58 -0.17 0.44 0.24 0.09 0.06 -0.27 2.23 0.14 -0.33 -0.20 -0.20
Standard Deviation(%) NA 127.43 142.72 150.95 325.26 NA NA 94.75 189.57 121.96 122.04 182.48 193.65 425.57 626.29 232.57 410.55 350.91 33.74 270.95 470.98
Draw Down(%) NA 59.38 98.30 98.50 98.50 NA NA 40.35 87.50 83.11 77.57 83.13 80.58 76.62 88.24 94.88 85.50 90.00 20.00 77.50 86.87
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/17/2026, Common starting date is 06/05/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
APCX (Apptech Corp) -61.26%
Jul 2013 – Jul 2016
-38.66%
Feb 2021 – Feb 2026
7.18%
Oct 2015 – Oct 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
APCX (Apptech Corp) 181.14%
Jan 2015 – Jan 2018
128.04%
Nov 2016 – Nov 2021
34.49%
Sep 2013 – Sep 2023
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return