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Appleseed Fund (APPIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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14.32+0.04 (+0.28%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.27%
5-Year Average Return6.70%
Number of Years Up8
Number of Years Down4
Best 1 Yr Total Return (Jun 16, 2024)20.89%
Worst 1 Yr Total Return (Jun 16, 2024)N/A
Best 3-Yr Total Return20.89%
Worst 3-Yr Total Return-0.38%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnAPPIXCategory
YTD4.10%8.60%
1-Month4.47%0.11%
3-Month3.95%4.82%
1-Year19.66%25.33%
3-Year-2.99%8.02%
5-Year7.76%8.06%
10-Year4.32%6.03%
Last Bull Market19.68%13.54%
Last Bear Market-12.86%-13.20%

Annual Total Return (%) History

Year
APPIXCategory
2024
N/AN/A
2023
9.63%N/A
2022
-19.38%N/A
2021
20.89%N/A
2020
7.77%6.18%
2019
15.85%16.10%
2018
-3.19%-8.26%
2017
17.57%14.79%
2016
10.16%6.04%
2015
-8.87%-4.15%
2014
-1.51%1.54%
2013
19.41%10.07%
2012
13.57%10.74%
2011
N/A-3.99%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.46%N/AN/AN/A
20231.67%-2.46%-1.61%12.35%
2022-8.38%-12.86%-2.66%3.73%
202114.56%4.58%-4.38%5.52%
2020-33.48%20.55%5.56%27.31%
20195.34%-3.43%1.70%11.99%
2018-1.88%-2.14%4.60%-3.61%
20176.22%2.45%1.55%6.39%
20167.65%2.45%1.65%-1.74%
20152.67%-0.31%-9.40%-1.72%
20142.07%3.28%-5.14%-1.51%
201310.91%-1.26%5.77%3.10%
20129.62%-4.74%6.68%1.94%
20110.59%-8.79%1.43%N/A

Rank In Category (By Total Return)

YTD58
1-Month5
3-Month27
1-Year11
3-Year95
5-Year19

Load Adjusted Returns

1-Year19.66%
3-Year-2.99%
5-Year7.76%
10-Year4.32%