Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AGPLX (THE APPLETON GROUP PLUS FUND INVESTOR CLASS) | NA | -5.74% | 2.83% | 0.89% | 0.94% | NA | NA | 0.74% |
Data as of 06/28/2016, AR inception is 06/13/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGPLX (THE APPLETON GROUP PLUS FUND INVESTOR CLASS) | 06/13/2005 | 06/28/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | -5.74 | 2.83 | 0.89 | 0.94 | NA | NA | 0.74 | -1.14 | -7.76 | 2.35 | 11.23 | 8.78 | -11.26 | -1.35 | 4.11 | -12.65 | -5.36 | 10.57 | -0.69 |
| Sharpe Ratio | NA | -1.15 | 0.13 | -0.02 | -0.09 | NA | NA | -0.12 | -0.26 | -0.75 | 0.24 | 1.24 | 0.99 | -0.87 | -0.11 | 0.20 | -0.93 | -0.94 | 0.89 | -0.45 |
| Standard Deviation(%) | NA | 9.89 | 9.93 | 10.45 | 12.28 | NA | NA | 11.90 | 9.53 | 10.45 | 9.84 | 9.06 | 8.85 | 12.94 | 13.54 | 19.94 | 14.55 | 8.91 | 8.20 | 8.11 |
| Draw Down(%) | NA | 15.56 | 17.56 | 17.70 | 32.36 | NA | NA | 32.36 | 5.92 | 11.67 | 7.83 | 6.78 | 6.75 | 19.74 | 13.79 | 16.49 | 15.49 | 9.59 | 7.69 | 6.24 |
| Yield(%) | 0.00 | 3.80 | 1.63 | 1.11 | 1.48 | 0.97 | 0.73 | 1.33 | 0.00 | 3.83 | 0.46 | 0.00 | 0.84 | 0.17 | 0.77 | 0.00 | 8.63 | 0.30 | 0.00 | 0.00 |
Data as of 06/28/2016, AR inception is 06/13/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGPLX (THE APPLETON GROUP PLUS FUND INVESTOR CLASS) |
-6.54%
Mar 2006 - Mar 2009 |
-3.68%
Dec 2006 - Dec 2011 |
0.10%
Feb 2006 - Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGPLX (THE APPLETON GROUP PLUS FUND INVESTOR CLASS) |
9.04%
Aug 2011 - Aug 2014 |
5.75%
Mar 2009 - Mar 2014 |
1.25%
Oct 2005 - Oct 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart