Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APPIX (APPLESEED FUND APPLESEED FUND INSTITUTIONAL CLASS) | 1.16% | 23.44% | 12.23% | 6.00% | 8.46% | NA | NA | … | … |
Data as of 01/27/2026, Common starting date is 02/02/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APPIX (APPLESEED FUND APPLESEED FUND INSTITUTIONAL CLASS) | 02/02/2011 | 01/27/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | 23.44 | 12.23 | 6.00 | 8.46 | NA | NA | … | … | 1.16 | 26.06 | 6.56 | 9.63 | -19.91 | 15.04 | 7.75 | 15.85 | -3.18 | 17.57 | 10.15 | -8.89 | -1.65 | 19.41 | 13.57 | -1.52 |
| Sharpe Ratio | NA | 1.40 | 0.69 | 0.26 | 0.44 | NA | NA | … | … | 6.49 | 1.56 | 0.24 | 0.53 | -1.36 | 0.94 | 0.23 | 1.31 | -0.51 | 2.84 | 1.01 | -0.89 | -0.22 | 1.99 | 1.37 | -0.12 |
| Standard Deviation(%) | NA | 14.75 | 12.75 | 14.02 | 15.57 | NA | NA | … | … | 2.32 | 14.92 | 12.09 | 11.35 | 15.71 | 16.05 | 33.10 | 11.00 | 8.97 | 5.98 | 9.83 | 10.01 | 7.73 | 9.75 | 9.96 | 14.40 |
| Draw Down(%) | NA | 14.28 | 14.28 | 29.42 | 43.96 | NA | NA | … | … | 0.22 | 14.28 | 5.53 | 11.90 | 24.21 | 10.93 | 43.96 | 12.16 | 8.95 | 3.30 | 6.28 | 15.94 | 10.58 | 6.04 | 10.24 | 12.95 |
| Yield(%) | 0.00 | 39.00 | 16.58 | 9.58 | 8.94 | 7.14 | 5.36 | … | … | 16.31 | 23.45 | 6.28 | 2.30 | 0.00 | 1.40 | 1.74 | 3.21 | 8.77 | 1.48 | 1.89 | 2.38 | 10.09 | 9.75 | 4.30 | 6.12 |
Data as of 01/27/2026, Common starting date is 02/02/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APPIX (APPLESEED FUND APPLESEED FUND INSTITUTIONAL CLASS) |
-6.18%
Mar 2017 – Mar 2020 |
-3.03%
Mar 2015 – Mar 2020 |
2.37%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APPIX (APPLESEED FUND APPLESEED FUND INSTITUTIONAL CLASS) |
14.91%
Mar 2020 – Mar 2023 |
12.53%
Mar 2020 – Mar 2025 |
8.25%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart