Performance analysis of AIF (Apollo Tactical Income Fund)
Annual Return
Over the past 3 years, AIF has had an average annual return of +34.97%, outperforming the benchmark SPY, which returned +27.96% annual.
Over the past 5 years, AIF has had an average annual return of +9.63%, underperforming the benchmark SPY, which returned +10.80% annual.
Over the past 10 years, AIF has had an average annual return of +9.84%, underperforming the benchmark SPY, which returned +14.59% annual.
Since Feb 26, 2013, AIF has had an average annual return of +6.66%, underperforming the benchmark SPY, which returned +14.21% annual.
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +14.53% | +29.28% | -13.39% | +12.91% | +4.01% | +19.25% | -4.73% | +10.32% | +23.76% | -3.67% | -2.48% | -4.92% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | +3.81% | +6.24% | -4.55% | +0.01% | +4.19% | +1.18% | +3.18% | +14.53% | |||||
| 2023 | +7.88% | -0.14% | -4.41% | +3.07% | -1.20% | +5.91% | +2.56% | +3.59% | +1.98% | -2.41% | +0.27% | +9.81% | +29.28% |
| 2022 | +1.08% | -4.13% | -1.59% | -3.67% | -5.29% | -6.21% | +7.89% | +1.69% | -8.65% | +3.11% | +4.05% | -1.27% | -13.39% |
| 2021 | +0.87% | +0.65% | +2.80% | +3.28% | +0.19% | +3.21% | -1.82% | +4.53% | +0.19% | +1.14% | -1.83% | -0.77% | +12.91% |
| 2020 | +3.51% | -5.70% | -21.47% | +3.01% | +5.33% | +3.16% | +1.72% | +0.93% | +1.32% | -0.58% | +8.44% | +8.12% | +4.01% |
| 2019 | +6.46% | +2.06% | +0.38% | +2.27% | -2.68% | +2.99% | +0.94% | -0.27% | +4.10% | -1.98% | -0.00750% | +3.85% | +19.25% |
| 2018 | -0.45% | +0.32% | +1.74% | +0.50% | +1.73% | -0.93% | -1.39% | +2.45% | +0.55% | -3.19% | -1.38% | -4.56% | -4.73% |
| 2017 | +3.56% | +1.58% | +3.37% | +1.34% | +0% | -0.58% | +2.14% | -1.42% | +0.87% | -0.07% | -1.93% | +1.16% | +10.32% |
Drawdown analysis of AIF (Apollo Tactical Income Fund)
The maximum drawdown for the AIF was -43.69%, occurring on Mar 18, 2020. Recovery took 226 trading sessions.
The current AIF drawdown is -0.67%.
Since Feb 26, 2013 AIF has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -43.69% | Feb 19, 2020 | 20 | Mar 18, 2020 | 226 | Feb 9, 2021 | 246 |
| -21.43% | Jan 12, 2022 | 116 | Jun 30, 2022 | 306 | Sep 19, 2023 | 422 |
| -18.28% | Jul 14, 2014 | 401 | Feb 16, 2016 | 108 | Jul 20, 2016 | 509 |
| -15.57% | Sep 13, 2018 | 69 | Dec 21, 2018 | 78 | Apr 16, 2019 | 147 |
| -15.50% | Mar 26, 2013 | 101 | Aug 19, 2013 | 213 | Jun 24, 2014 | 314 |
| -9.32% | Mar 4, 2024 | 15 | Mar 25, 2024 | 58 | Jun 17, 2024 | 73 |
| -6.55% | Sep 22, 2023 | 23 | Oct 25, 2023 | 32 | Dec 11, 2023 | 55 |
| -5.38% | Dec 20, 2023 | 4 | Dec 27, 2023 | 15 | Jan 19, 2024 | 19 |
| -4.62% | Oct 26, 2016 | 11 | Nov 10, 2016 | 25 | Dec 16, 2016 | 36 |
| -4.12% | Sep 24, 2019 | 12 | Oct 10, 2019 | 47 | Dec 17, 2019 | 59 |
| -3.89% | Nov 8, 2021 | 18 | Dec 3, 2021 | 27 | Jan 12, 2022 | 45 |
| -3.86% | Oct 16, 2017 | 21 | Nov 14, 2017 | 94 | Apr 3, 2018 | 115 |
| -3.74% | May 1, 2019 | 22 | Jun 3, 2019 | 21 | Jul 2, 2019 | 43 |
| -3.45% | Jul 15, 2019 | 15 | Aug 5, 2019 | 25 | Sep 10, 2019 | 40 |
| -3.19% | Mar 15, 2017 | 6 | Mar 23, 2017 | 17 | Apr 18, 2017 | 23 |
| -2.97% | Jul 21, 2017 | 14 | Aug 10, 2017 | 46 | Oct 16, 2017 | 60 |
| -2.94% | Jun 15, 2017 | 8 | Jun 27, 2017 | 9 | Jul 11, 2017 | 17 |
| -2.92% | Sep 8, 2016 | 3 | Sep 13, 2016 | 7 | Sep 22, 2016 | 10 |
| -2.73% | Jun 1, 2018 | 41 | Jul 31, 2018 | 13 | Aug 17, 2018 | 54 |
| -2.40% | Jul 12, 2021 | 5 | Jul 19, 2021 | 15 | Aug 9, 2021 | 20 |
| -2.15% | Feb 11, 2021 | 10 | Feb 26, 2021 | 8 | Mar 10, 2021 | 18 |
| -1.98% | Mar 1, 2017 | 6 | Mar 9, 2017 | 2 | Mar 13, 2017 | 8 |
| -1.92% | Jun 17, 2024 | 5 | Jun 25, 2024 | 6 | Jul 3, 2024 | 11 |
| -1.82% | Sep 1, 2021 | 12 | Sep 20, 2021 | 21 | Oct 19, 2021 | 33 |
| -1.81% | Apr 20, 2017 | 20 | May 18, 2017 | 6 | May 26, 2017 | 26 |