APPLX vs. APAM
Compare and contrast key facts about Appleseed Fund (APPLX) and Artisan Partners Asset Management Inc. (APAM).
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: APPLX or APAM.
Key characteristics
| APPLX | APAM | |
|---|---|---|
| YTD Return | 7.12% | 8.94% |
| 1Y Return | 19.45% | 36.38% |
| 3Y Return (Ann) | -1.01% | 7.30% |
| 5Y Return (Ann) | 6.32% | 21.85% |
| 10Y Return (Ann) | 5.10% | 8.64% |
| Sharpe Ratio | 1.64 | 1.28 |
| Sortino Ratio | 2.37 | 1.90 |
| Omega Ratio | 1.30 | 1.22 |
| Calmar Ratio | 0.84 | 1.25 |
| Martin Ratio | 9.09 | 5.03 |
| Ulcer Index | 2.35% | 7.39% |
| Daily Std Dev | 13.03% | 28.92% |
| Max Drawdown | -44.00% | -59.70% |
| Current Drawdown | -8.05% | 0.00% |
Correlation
The correlation between APPLX and APAM is 0.54, 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
APPLX vs. APAM - Performance Comparison
In the year-to-date period, APPLX achieves a 7.12% return, which is significantly lower than APAM's 8.94% return. Over the past 10 years, APPLX has underperformed APAM with an annualized return of 5.10%, while APAM has yielded a comparatively higher 8.64% 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
APPLX vs. APAM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Appleseed Fund (APPLX) and Artisan Partners Asset Management Inc. (APAM). 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
APPLX vs. APAM - Dividend Comparison
APPLX's dividend yield for the trailing twelve months is around 1.82%, less than APAM's 6.56% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APPLX Appleseed Fund | 1.82% | 1.95% | 0.66% | 6.09% | 1.46% | 2.68% | 9.87% | 1.09% | 1.49% | 2.54% | 11.33% | 8.83% |
APAM Artisan Partners Asset Management Inc. | 6.56% | 5.97% | 12.36% | 8.88% | 6.73% | 10.49% | 14.43% | 6.99% | 9.41% | 9.29% | 7.58% | 1.32% |
Drawdowns
APPLX vs. APAM - Drawdown Comparison
The maximum APPLX drawdown since its inception was -44.00%, smaller than the maximum APAM drawdown of -59.70%. Use the drawdown chart below to compare losses from any high point for APPLX and APAM. For additional features, visit the drawdowns tool.
Volatility
APPLX vs. APAM - Volatility Comparison
The current volatility for Appleseed Fund (APPLX) is 3.00%, while Artisan Partners Asset Management Inc. (APAM) has a volatility of 6.42%. This indicates that APPLX experiences smaller price fluctuations and is considered to be less risky than APAM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.