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Appleseed Investor (APPLX)

11.99 Up 0.05(0.42%) Dec 6

Performance Overview as of Nov 29, 2016Get Performance Overview for:
Performance Overview 
Morningstar Return Rating:3.00
Year-to-Date Return:8.97%
5-Year Average Return:5.18%
Number of Years Up:4
Number of Years Down:5
Best 1 Yr Total Return (2009-12-31):59.98%
Worst 1 Yr Total Return (2008-12-31):-18.05%
Best 3-Yr Total Return (N/A):17.81%
Worst 3-Yr Total Return (N/A):2.09%
Load Adjusted Returns 
1-Year:6.19%
3-Year:-1.03%
5-Year:5.18%
10-Year:N/A
Trailing Returns (%) vs. Benchmarks 
ReturnAPPLXCategoryDiffIndex*Diff
Year To Date8.97N/AN/AN/AN/A
1-Month-1.00N/AN/AN/AN/A
3-Month-4.80N/AN/AN/AN/A
1-Year6.19N/AN/AN/AN/A
3-Year-1.03N/AN/AN/AN/A
5-Year5.18N/AN/AN/AN/A
Last Bull Market (Sep 29, 2011 to Apr 29, 2012)12.86N/AN/AN/AN/A
Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-11.75N/AN/AN/AN/A
Annual Total Return (%) History () 
YearAPPLXCategoryDiff
2016N/AN/AN/A
2015
 
-9.12N/AN/A
2014
 
-1.68N/AN/A
2013
 
19.09N/AN/A
2012
 
13.31N/AN/A
2011
 
-2.57N/AN/A
2010
 
4.92N/AN/A
2009
 
59.98N/AN/A
2008
 
-18.05N/AN/A
2007
 
-2.02N/AN/A
Past Quarterly Returns (%) for APPLX 
Q1Q2Q3Q4
20167.512.391.66N/A
20152.60-0.40-9.45-1.79
20142.003.30-5.23-1.54
201310.78-1.275.712.99
20129.53-4.826.691.87
20114.830.52-8.881.46
20103.05-8.035.514.92
2009-0.6426.8016.369.12
2008-8.545.06-0.35-14.42
20074.794.66-5.64-5.32
Rank in Category (by total return) 
PeriodRankFunds in Category% Rank
Year To Date10N/A
1-Month59N/A
3-Month97N/A
6-Month47N/A
1-Year12N/A
3-Year88N/A
5-Year56N/A