APAM vs. APPLX
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: APAM or APPLX.
Key characteristics
| APAM | APPLX | |
|---|---|---|
| YTD Return | -2.89% | 4.56% |
| 1Y Return | 11.94% | 11.98% |
| 3Y Return (Ann) | -0.13% | -1.56% |
| 5Y Return (Ann) | 17.42% | 5.99% |
| 10Y Return (Ann) | 6.32% | 3.98% |
| Sharpe Ratio | 0.47 | 1.00 |
| Daily Std Dev | 29.08% | 13.18% |
| Max Drawdown | -59.70% | -44.00% |
| Current Drawdown | -10.47% | -10.25% |
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.
Performance
APAM vs. APPLX - Performance Comparison
In the year-to-date period, APAM achieves a -2.89% return, which is significantly lower than APPLX's 4.56% return. Over the past 10 years, APAM has outperformed APPLX with an annualized return of 6.32%, while APPLX has yielded a comparatively lower 3.98% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
APAM vs. APPLX - Risk-Adjusted Performance 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.
Dividends
APAM vs. APPLX - Dividend Comparison
APAM's dividend yield for the trailing twelve months is around 7.36%, more than APPLX's 1.87% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APAM Artisan Partners Asset Management Inc. | 7.36% | 5.97% | 12.36% | 8.88% | 6.73% | 10.49% | 14.43% | 6.99% | 9.41% | 9.29% | 7.58% | 1.32% |
APPLX Appleseed Fund | 1.87% | 1.95% | 0.66% | 6.09% | 1.46% | 2.68% | 9.87% | 1.09% | 1.49% | 2.54% | 11.33% | 8.83% |
Drawdowns
APAM vs. APPLX - Drawdown Comparison
The maximum APAM drawdown since its inception was -59.70%, which is greater than APPLX's maximum drawdown of -44.00%. Use the drawdown chart below to compare losses from any high point for APAM and APPLX. For additional features, visit the drawdowns tool.
Volatility
APAM vs. APPLX - Volatility Comparison
Artisan Partners Asset Management Inc. (APAM) has a higher volatility of 8.49% compared to Appleseed Fund (APPLX) at 4.51%. This indicates that APAM's price experiences larger fluctuations and is considered to be riskier than APPLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.