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Appleseed Fund (APPLX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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14.24-0.06 (-0.42%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.35%
5-Year Average Return5.99%
Number of Years Up10
Number of Years Down7
Best 1 Yr Total Return (Jun 24, 2024)59.98%
Worst 1 Yr Total Return (Jun 24, 2024)N/A
Best 3-Yr Total Return59.98%
Worst 3-Yr Total Return-0.60%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnAPPLXCategory
YTD3.99%8.60%
1-Month4.36%0.11%
3-Month3.84%4.82%
1-Year19.39%25.33%
3-Year-3.18%8.02%
5-Year7.55%8.06%
10-Year4.11%6.03%
Last Bull Market19.58%13.54%
Last Bear Market-12.92%-13.20%

Annual Total Return (%) History

Year
APPLXCategory
2024
N/AN/A
2023
9.39%N/A
2022
-19.53%N/A
2021
20.76%N/A
2020
7.50%6.18%
2019
15.68%16.10%
2018
-3.41%-8.26%
2017
17.42%14.79%
2016
9.94%6.04%
2015
-9.12%-4.15%
2014
-1.68%1.54%
2013
19.09%10.07%
2012
13.31%10.74%
2011
-2.57%-3.99%
2010
4.92%10.58%
2009
59.98%24.37%
2008
-18.05%-28.98%
2007
-2.02%11.39%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.48%N/AN/AN/A
20231.60%-2.48%-1.69%12.30%
2022-8.41%-12.92%-2.75%3.75%
202114.49%4.54%-4.40%5.53%
2020-33.48%20.42%5.50%27.21%
20195.28%-3.45%1.62%11.98%
2018-1.97%-2.15%4.48%-3.62%
20176.17%2.47%1.40%6.45%
20167.51%2.39%1.66%-1.76%
20152.60%-0.40%-9.45%-1.79%
20142.00%3.30%-5.23%-1.54%
201310.78%-1.27%5.71%2.99%
20129.53%-4.82%6.69%1.87%
20114.83%0.52%-8.88%1.46%
20103.05%-8.03%5.51%4.92%
2009-0.64%26.80%16.36%9.12%
2008-8.54%5.06%-0.35%-14.42%
20074.79%4.66%-5.64%-5.32%

Rank In Category (By Total Return)

YTD61
1-Month7
3-Month29
1-Year13
3-Year96
5-Year21

Load Adjusted Returns

1-Year19.39%
3-Year-3.18%
5-Year7.55%
10-Year4.11%