Key Takeaways
- • Apollo Diversified Real Estate Fund Class C reported a current-year performance of 1.25% and a since-inception performance of 49.62%, according to Insider Inc. and finanzen.net data.
- • The fund's trailing 1-year return stood at 0.31%, with trailing 3-month return of -3.28% and trailing 1-month return of -1.62%.
- • Risk metrics show a 1-year beta of 0.24 and correlation of 90.47% to its benchmark, with a 1-year maximum loss of -3.28%.
- • The 1-year alpha was -3.29 and the 3-year alpha -3.94, indicating underperformance relative to the benchmark over those periods.
- • Trailing 10-year return was 3.30% annualized, with a 10-year maximum loss of -14.70%.
Summary
Historical performance data for the Apollo Diversified Real Estate Fund Class C, published by Insider Inc. and finanzen.net, shows mixed results across time horizons. The fund posted a current-year performance of 1.25% and a since-inception performance of 49.62%. Its highest one-year level was 22.96%, and its lowest was 21.26%.
Over shorter windows, returns were modest. The trailing one-year return was 0.31%, while the trailing three-month and one-month returns were -3.28% and -1.62%, respectively. Trailing returns over three years and five years were 2.09% and 1.37%, respectively, and the trailing 10-year return was 3.30%.
Risk-adjusted metrics indicate the fund has tracked its benchmark closely but with negative excess returns in recent periods. The one-year beta was 0.24 and the one-year correlation was 90.47%, while the one-year R-squared was 81.85%. Alpha was -3.29 over one year, -3.94 over three years, and -2.29 over five years. The one-year information ratio was -0.15, and the one-year Sortino ratio was -1.04. The one-year maximum loss was -3.28%, compared with a ten-year maximum loss of -14.70%.
The data set does not include information on fund strategy, assets under management, or manager changes.
Over shorter windows, returns were modest. The trailing one-year return was 0.31%, while the trailing three-month and one-month returns were -3.28% and -1.62%, respectively. Trailing returns over three years and five years were 2.09% and 1.37%, respectively, and the trailing 10-year return was 3.30%.
Risk-adjusted metrics indicate the fund has tracked its benchmark closely but with negative excess returns in recent periods. The one-year beta was 0.24 and the one-year correlation was 90.47%, while the one-year R-squared was 81.85%. Alpha was -3.29 over one year, -3.94 over three years, and -2.29 over five years. The one-year information ratio was -0.15, and the one-year Sortino ratio was -1.04. The one-year maximum loss was -3.28%, compared with a ten-year maximum loss of -14.70%.
The data set does not include information on fund strategy, assets under management, or manager changes.
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