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    Appleton Group Plus (AGPLX)

    10.67 Up 0.13(1.23%) Mar 30

    Performance Overview as of Feb 27, 2015Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:2.00
    Year-to-Date Return:2.59%
    5-Year Average Return:3.14%
    Number of Years Up:5
    Number of Years Down:4
    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:3.64%
    3-Year:6.25%
    5-Year:3.14%
    10-Year:N/A
    Trailing Returns (%) vs. Benchmarks 
    ReturnAGPLXCategoryDiffIndex*Diff
    Year To Date2.59N/AN/AN/AN/A
    1-Month3.98N/AN/AN/AN/A
    3-Month2.16N/AN/AN/AN/A
    1-Year3.64N/AN/AN/AN/A
    3-Year6.25N/AN/AN/AN/A
    5-Year3.14N/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
    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
    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 Date46N/A
    1-Month17N/A
    3-Month30N/A
    6-Month69N/A
    1-Year52N/A
    3-Year40N/A
    5-Year92N/A