Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGPLX (THE APPLETON GROUP PLUS FUND INVESTOR CLASS) | NA | -5.74% | 2.83% | 0.89% | 0.94% | NA | NA | … | … |
Data as of 06/28/2016, Common starting date 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 | Common | 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 | … | … | -1.14 | -3.92 | 2.81 | 11.23 | 9.63 | -11.10 | -0.57 | 4.11 | -5.11 | -5.08 | 10.57 | -0.69 |
| Sharpe Ratio | NA | -0.83 | 0.29 | 0.08 | 0.03 | NA | NA | … | … | -0.26 | -0.40 | 0.28 | 1.24 | 1.09 | -0.86 | -0.05 | 0.20 | -0.50 | -0.93 | 0.88 | -0.46 |
| Standard Deviation(%) | NA | 9.26 | 9.70 | 10.27 | 11.84 | NA | NA | … | … | 9.53 | 9.92 | 9.85 | 9.06 | 8.83 | 12.95 | 13.51 | 19.94 | 12.21 | 8.91 | 8.20 | 8.11 |
| Draw Down(%) | NA | 12.05 | 13.75 | 17.70 | 26.52 | NA | NA | … | … | 5.92 | 9.19 | 7.83 | 6.78 | 6.75 | 19.74 | 13.62 | 16.49 | 12.00 | 9.59 | 7.69 | 6.24 |
| Yield(%) | 0.00 | 3.80 | 1.63 | 1.11 | 1.48 | 0.97 | 0.73 | … | … | 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, Common starting date 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