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Appleseed Fund (APPIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.37-0.01 (-0.07%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.63%
5-year average return5.86%
Number of years up8
Number of years down4
Best 1-yr total return (2 July 2024)20.89%
Worst 1-yr total return (2 July 2024)N/A
Best 3-yr total return20.89%
Worst 3-yr total return-0.38%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAPPIXCategory
YTD2.05%8.60%
1-month-1.97%0.11%
3-month-2.30%4.82%
1-year12.82%25.33%
3-year-3.09%8.02%
5-year6.00%8.06%
10-year3.81%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%-2.30%N/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)

YTD84
1-month94
3-month95
1-year27
3-year96
5-year32

Load adjusted returns

1-year12.82%
3-year-3.09%
5-year6.00%
10-year3.81%