Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/13/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| APPLX (APPLESEED FUND APPLESEED FUND INVESTOR CLASS) | 5.31% | 7.69% | 5.20% | 11.28% | 3.99% | 4.97% | NA | 5.77% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APPLX (APPLESEED FUND APPLESEED FUND INVESTOR CLASS) | 12/12/2006 | 05/13/2025 |
The return data shown below all have the same latest date: 05/13/2025.
AR inception is since 12/12/2006.
AR inception is since 12/12/2006.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.98 | 7.69 | 5.20 | 11.28 | 3.99 | 4.97 | NA | 5.77 | 5.31 | 5.76 | 9.39 | -20.06 | 14.88 | 7.49 | 15.67 | -3.40 | 17.43 | 9.93 | -9.14 | -1.83 | 19.09 | 13.32 | -2.58 | 4.88 | 59.67 | -18.05 | -2.02 | 0.30 |
| Sharpe Ratio | NA | -0.06 | 0.04 | 0.45 | 0.14 | NA | NA | 0.26 | 0.33 | -0.07 | 0.45 | -1.37 | 0.92 | 0.22 | 1.30 | -0.53 | 2.83 | 0.98 | -0.92 | -0.24 | 1.95 | 1.34 | -0.18 | 0.37 | 2.77 | -0.53 | -0.32 | 0.30 |
| Standard Deviation(%) | NA | 15.35 | 13.49 | 15.45 | 15.59 | NA | NA | 16.63 | 19.98 | 12.11 | 11.40 | 15.75 | 16.10 | 33.14 | 10.95 | 8.95 | 5.95 | 9.91 | 10.01 | 7.79 | 9.76 | 9.96 | 14.12 | 13.06 | 21.47 | 35.89 | 15.78 | 10.42 |
| Draw Down(%) | NA | 14.30 | 14.30 | 29.77 | 44.00 | NA | NA | 44.00 | 14.30 | 5.90 | 12.05 | 24.31 | 10.98 | 44.00 | 12.15 | 9.07 | 3.32 | 6.32 | 16.08 | 10.70 | 6.06 | 10.25 | 13.04 | 11.68 | 18.35 | 36.51 | 16.40 | 1.68 |
| Yield(%) | 0.00 | 5.29 | 2.53 | 2.96 | 2.73 | 4.00 | 4.00 | 4.44 | 0.00 | 5.47 | 2.11 | 0.00 | 1.17 | 1.53 | 2.99 | 8.61 | 1.26 | 1.62 | 2.25 | 10.01 | 9.50 | 4.30 | 5.83 | 1.83 | 0.25 | 1.68 | 1.06 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APPLX (APPLESEED FUND APPLESEED FUND INVESTOR CLASS) |
-6.32%
Mar 2017 - Mar 2020 |
-3.20%
Mar 2015 - Mar 2020 |
1.36%
Mar 2010 - Mar 2020 |
4.69%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APPLX (APPLESEED FUND APPLESEED FUND INVESTOR CLASS) |
25.08%
Feb 2009 - Feb 2012 |
20.04%
Feb 2009 - Feb 2014 |
11.29%
Feb 2009 - Feb 2019 |
8.43%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart