Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APPLX (APPLESEED FUND APPLESEED FUND INVESTOR CLASS) | 1.14% | 23.21% | 12.01% | 5.80% | 8.27% | 6.28% | NA | … | … |
Data as of 01/27/2026, Common starting date is 12/12/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APPLX (APPLESEED FUND APPLESEED FUND INVESTOR CLASS) | 12/12/2006 | 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 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 23.21 | 12.01 | 5.80 | 8.27 | 6.28 | NA | … | … | 1.14 | 25.79 | 6.38 | 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 | 1.38 | 0.68 | 0.25 | 0.43 | NA | NA | … | … | 6.25 | 1.54 | 0.23 | 0.51 | -1.37 | 0.92 | 0.22 | 1.30 | -0.54 | 2.83 | 0.98 | -0.92 | -0.24 | 1.95 | 1.34 | -0.18 | 0.37 | 2.77 | -0.53 | -0.33 | 0.27 |
| Standard Deviation(%) | NA | 14.74 | 12.76 | 14.05 | 15.58 | NA | NA | … | … | 2.35 | 14.92 | 12.07 | 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 | … | … | 0.17 | 14.30 | 5.50 | 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 | 39.04 | 16.46 | 9.45 | 8.74 | 6.95 | 6.89 | … | … | 16.43 | 23.39 | 6.09 | 2.10 | 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 |
Data as of 01/27/2026, Common starting date is 12/12/2006
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 |
4.73%
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