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Yorktown Short Term Bond Fund Class A APIMX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | APIMX | Replication |
|---|---|---|
| Annualized growth | 2.0% | 2.0% |
| Annualized volatility | 2.4% | 2.2% |
| Sharpe ratio | 0.82 | 0.93 |
| Maximum drawdown | 7.2% | 6.8% |
| Replication fit (R²) | 0.83 · Tracking error 1.0% | |
Replication portfolio
The published portfolio below is the investable basket used to model APIMX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VGSH | FI · Short Gov | 54.6% |
| VCSH | FI · Short Corp | 42.6% |
| MUB | FI · Municipal | 2.8% |