APAM vs. APPLX

Last updated Apr 1, 2026

Compare and contrast key facts about Artisan Partners Asset Management Inc. (APAM) and Appleseed Fund (APPLX).

APPLX is managed by Appleseed Fund. It was launched on Dec 7, 2006.

Performance

APAM vs. APPLX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Artisan Partners Asset Management Inc. (APAM) and Appleseed Fund (APPLX). The values are adjusted to include any dividend payments, if applicable.

APAM vs. APPLX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
APAM Artisan Partners Asset Management Inc.	-7.34%	2.72%	4.85%	60.26%	-31.31%	2.74%	71.01%	66.94%	-38.17%	45.24%
APPLX Appleseed Fund	1.14%	25.79%	6.38%	9.39%	-19.53%	20.71%	7.49%	15.68%	-3.40%	17.42%

Returns By Period

APAM

• 1D: 2.22%
• 1M: -9.66%
• YTD: -7.34%
• 6M: -11.22%
• 1Y: 1.63%
• 3Y*: 13.14%
• 5Y*: 1.09%
• 10Y*: 11.54%

APPLX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

APAM vs. APPLX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

APAM

APAM Risk / Return Rank: 41
APAM Sharpe Ratio Rank: 44
APAM Sortino Ratio Rank: 37
APAM Omega Ratio Rank: 36
APAM Calmar Ratio Rank: 44
APAM Martin Ratio Rank: 44

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

APAM vs. APPLX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Artisan Partners Asset Management Inc. (APAM) and Appleseed Fund (APPLX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	APAM	APPLX	Difference
Sharpe ratio Return per unit of total volatility	0.06	—	—
Sortino ratio Return per unit of downside risk	0.29	—	—
Omega ratio Gain probability vs. loss probability	1.03	—	—
Calmar ratio Return relative to maximum drawdown	0.07	—	—
Martin ratio Return relative to average drawdown	0.18	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	APAM	APPLX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.06	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.03	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.35	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.26	—	—

Correlation

The correlation between APAM and APPLX is 0.53, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

APAM vs. APPLX - Dividend Comparison

APAM's dividend yield for the trailing twelve months is around 10.63%, less than APPLX's 46.50% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
APAM Artisan Partners Asset Management Inc.	10.63%	8.91%	7.34%	6.02%	12.36%	8.88%	6.73%	10.49%	14.43%	6.99%	9.41%	9.29%
APPLX Appleseed Fund	46.50%	22.94%	6.05%	1.95%	0.66%	6.09%	1.46%	2.68%	9.87%	1.09%	1.49%	2.54%

Drawdowns

Drawdown Indicators

	APAM	APPLX	Difference
Max Drawdown Largest peak-to-trough decline	-59.70%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-21.92%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-47.38%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-51.07%	—	—
Current Drawdown Current decline from peak	-19.05%	—	—
Average Drawdown Average peak-to-trough decline	-23.80%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	8.80%	—	—

Volatility

Volatility by Period

	APAM	APPLX	Difference
Volatility (1M) Calculated over the trailing 1-month period	8.52%	—	—
Volatility (6M) Calculated over the trailing 6-month period	17.56%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	29.01%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	31.56%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	33.46%	—	—