• INCEPTION (10/20/2000)

  • 18 YRS
  • AVG. ANNUAL RETURN

  • 4.34%
  • S&P RETURN

  • 5.47%
(APMHF) APM Hospitality Fund

APMHF Growth of $10,000

APMHF Model*
S&P 500 (TR)
*Model Data Transitioned to FOLIOfn on 06/25/2018

APMHF Month By Month (As Of: 12/14/2018)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec APMHF YTD S&P (TR) YTD
20182.30%-1.43%1.38%0.99%2.20%1.33%2.11%-0.45%-1.10%-7.58%2.67%-3.73%-1.81% 0.19%
2017-1.99%0.00%4.55%3.78%-2.77%-2.09%-4.06%3.26%-0.57%-2.72%4.27%1.13%2.29% 21.83%
2016-6.60%9.32%3.65%-1.47%1.73%-0.50%1.71%-1.41%-0.44%-3.48%5.84%-1.27%6.28% 11.96%
2015-0.06%3.91%--3.51%0.84%2.11%0.89%-4.73%-0.52%7.06%-6.45%0.19%-1.01% 1.38%
2014-1.45%3.61%-1.46%0.81%0.66%-3.11%0.66%-4.64%0.46%6.02%-0.53%3.59% 13.69%
20133.56%-1.73%7.64%1.77%3.62%-0.02%4.24%-3.80%3.20%3.69%2.92%-1.66%25.45% 32.39%
20124.96%1.28%0.56%-3.35%-2.69%-1.61%-0.65%0.88%4.16%0.88%2.15%3.36%9.98% 16.00%
2011-3.07%-0.38%1.27%1.93%0.78%-2.28%-5.38%-3.57%-7.46%11.56%-1.34%2.02%-6.93% 2.11%
20103.25%5.04%-10.10%-8.05%-8.00%15.26%-5.09%6.30%8.90%6.29%2.71%39.66% 15.06%
2009-8.02%-3.86%10.23%26.82%2.43%-1.92%8.10%-0.21%1.38%-3.66%11.92%6.47%55.90% 26.46%
2008-4.96%1.16%-4.58%17.18%-3.58%-13.36%2.81%-1.89%-1.38%-27.67%-1.81%7.67%-31.70% -37.00%
20072.25%-0.93%-1.01%4.59%4.81%1.45%-9.08%-3.74%2.85%2.13%-8.62%-6.34%-12.26% 5.49%
20068.69%-6.37%1.93%-7.81%-5.87%-1.65%-4.29%9.20%2.06%1.08%-1.97%-1.01%-7.37% 15.79%
2005-9.74%-3.70%--17.47%8.22%1.20%5.94%-2.52%4.87%-7.00%5.25%0.01%-16.71% 4.91%
20040.54%0.22%-4.35%-2.16%-11.26%2.62%-8.55%-0.06%4.85%-2.92%9.63%-0.04%-12.47% 10.88%
2003-2.85%-5.93%-1.00%22.74%15.40%21.44%6.33%-3.10%-0.40%10.56%5.16%2.24%89.85% 28.68%
20023.32%2.71%3.23%4.98%2.85%1.20%-10.29%-1.32%-4.32%-1.32%11.84%-47.89%-41.70% -22.10%
200116.12%8.30%2.73%9.72%7.18%10.52%0.39%2.97%-6.72%4.79%0.12%1.27%72.02% -11.89%
2000---------5.16%-11.63%-1.14%-8.14% -5.26%
Returns greater than 5%
Returns less than -5%