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Appleton Group Risk Managed Growth (AGPLX)

9.52 Up 0.00(0.05%) Jun 27

Performance Overview as of May 30, 2016Get Performance Overview for:
Performance Overview 
Morningstar Return Rating:2.00
Year-to-Date Return:-1.35%
5-Year Average Return:0.27%
Number of Years Up:5
Number of Years Down:5
Best 1 Yr Total Return (2013-12-31):11.23%
Worst 1 Yr Total Return (2011-12-31):-11.10%
Best 3-Yr Total Return (N/A):7.83%
Worst 3-Yr Total Return (N/A):-2.80%
Load Adjusted Returns 
1-Year:-7.87%
3-Year:1.98%
5-Year:0.27%
10-Year:0.70%
Trailing Returns (%) vs. Benchmarks 
ReturnAGPLXCategoryDiffIndex*Diff
Year To Date-1.35N/AN/AN/AN/A
1-Month1.06N/AN/AN/AN/A
3-Month4.28N/AN/AN/AN/A
1-Year-7.87N/AN/AN/AN/A
3-Year1.98N/AN/AN/AN/A
5-Year0.27N/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
2016N/AN/AN/A
2015
 
-3.92N/AN/A
2014
 
2.81N/AN/A
2013
 
11.23N/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
Past Quarterly Returns (%) for AGPLX 
Q1Q2Q3Q4
2016-2.49N/AN/AN/A
20151.53-0.47-3.70-1.28
20141.673.76-1.86-0.70
20131.74-1.824.047.03
20129.13-2.614.91-1.68
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
Rank in Category (by total return) 
PeriodRankFunds in Category% Rank
Year To Date88N/A
1-Month11N/A
3-Month63N/A
6-Month88N/A
1-Year76N/A
3-Year45N/A
5-Year78N/A