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 Dow Down0.08% Nasdaq Down0.11%

Appleton Group Plus (AGPLX)

9.56 Down 0.05(0.52%) May 23


Performance Overview as of Mar 30, 2013Get Performance Overview for:
Performance Overview 
Morningstar Return Rating:1.00
Year-to-Date Return:1.74%
5-Year Average Return:-0.58%
Number of Years Up:3
Number of Years Down:4
Best 1 Yr Total Return (2006-12-31):10.87%
Worst 1 Yr Total Return (2011-12-31):-11.10%
Best 3-Yr Total Return (N/A):-0.04%
Worst 3-Yr Total Return (N/A):-2.80%
Load Adjusted Returns 
1-Year:2.21%
3-Year:-0.94%
5-Year:-0.58%
10-Year:N/A
Trailing Returns (%) vs. Benchmarks 
ReturnAGPLXCategoryDiffIndex*Diff
Year To Date1.74N/AN/AN/AN/A
1-Month1.52N/AN/AN/AN/A
3-Month1.74N/AN/AN/AN/A
1-Year2.21N/AN/AN/AN/A
3-Year-0.94N/AN/AN/AN/A
5-Year-0.58N/AN/AN/AN/A
Last Bull Market (Sep 29, 2011 to Apr 29, 2012)9.90N/AN/AN/AN/A
Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-17.06N/AN/AN/AN/A
Annual Total Return (%) History () 
YearAGPLXCategoryDiff
2013N/AN/AN/A
2012
 
9.63N/AN/A
2011
 
-11.10N/AN/A
2010
 
-0.77N/AN/A
2009
 
4.11N/AN/A
2008
 
-5.10N/AN/A
2007
 
-5.08N/AN/A
2006
 
10.87N/AN/A
2005N/AN/AN/A
0000N/AN/AN/A
Past Quarterly Returns (%) for AGPLX 
Q1Q2Q3Q4
20131.74N/AN/AN/A
20124.91-1.68N/AN/A
20113.37-1.63-13.461.03
20101.25-9.030.347.37
2009-13.737.278.643.55
20080.06-3.28-1.17-0.79
2007-1.413.18-0.79-5.95
20065.52-6.205.416.27
20053.85-3.80N/AN/A
0000-2.61N/AN/AN/A
Rank in Category (by total return) 
PeriodRankFunds in Category% Rank
Year To Date99N/A
1-Month84N/A
3-Month99N/A
6-Month100N/A
1-Year97N/A
3-Year100N/A
5-Year99N/A