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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
-- 1.74% -- 80709.37
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 48.00% -13.89M

Basic Info

Investment Strategy
--
General
Security Type Closed-End Fund
Equity Style --
Broad Asset Class --
Broad Category --
Global Peer Group Bond USD
Peer Group General Bond Funds
Global Macro Bond HC
US Macro General Domestic Taxable Fixed Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Apollo Funds
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Peer Group (NAV)
--
--
--
--
--
--
--
--

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
2024 *
10.32%
-4.73%
19.26%
3.46%
12.34%
-13.39%
29.28%
14.53%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
17.56%
9.70%
-2.51%
21.96%
2.24%
26.82%
-28.22%
28.97%
18.96%
-0.18%
-4.02%
14.05%
2.21%
18.51%
-16.93%
20.24%
20.77%
15.62%
-17.64%
23.73%
7.33%
5.96%
-22.82%
19.41%
9.36%
2.89%
-5.03%
28.40%
6.81%
15.72%
-18.35%
15.02%
13.38%
As of July 22, 2024. *Indicates data for the year is incomplete.

Asset Allocation

As of March 31, 2024.
Type % Net
Cash 5.08%
Stock 0.18%
Bond 151.4%
Convertible 0.00%
Preferred 0.11%
Other -56.75%
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Basic Info

Investment Strategy
--
General
Security Type Closed-End Fund
Equity Style --
Broad Asset Class --
Broad Category --
Global Peer Group Bond USD
Peer Group General Bond Funds
Global Macro Bond HC
US Macro General Domestic Taxable Fixed Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Apollo Funds
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

View Basic Info
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