APPLX vs. BTU

Last updated Apr 1, 2026

Compare and contrast key facts about Appleseed Fund (APPLX) and Peabody Energy Corporation (BTU).

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

Performance

APPLX vs. BTU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Appleseed Fund (APPLX) and Peabody Energy Corporation (BTU). The values are adjusted to include any dividend payments, if applicable.

APPLX vs. BTU - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
APPLX Appleseed Fund	1.14%	25.79%	6.38%	9.39%	-19.53%	20.71%	7.49%	15.68%	-3.40%	10.77%
BTU Peabody Energy Corporation	11.19%	44.18%	-12.80%	-7.03%	162.36%	317.84%	-73.57%	-67.32%	-21.62%	27.00%

Returns By Period

APPLX

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

BTU

• 1D: -7.65%
• 1M: 4.47%
• YTD: 11.19%
• 6M: 24.83%
• 1Y: 146.59%
• 3Y*: 10.28%
• 5Y*: 62.72%
• 10Y*: —

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

Return for Risk

APPLX vs. BTU — Risk / Return Rank

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

BTU

BTU Risk / Return Rank: 91
BTU Sharpe Ratio Rank: 93
BTU Sortino Ratio Rank: 90
BTU Omega Ratio Rank: 86
BTU Calmar Ratio Rank: 95
BTU Martin Ratio Rank: 93

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.

APPLX vs. BTU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Appleseed Fund (APPLX) and Peabody Energy Corporation (BTU). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	APPLX	BTU	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.33	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.89	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.03	—

Correlation

The correlation between APPLX and BTU is 0.31, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

APPLX vs. BTU - Dividend Comparison

APPLX's dividend yield for the trailing twelve months is around 46.50%, more than BTU's 0.91% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%
BTU Peabody Energy Corporation	0.91%	1.01%	1.43%	0.93%	0.00%	0.00%	0.00%	26.43%	1.59%	0.00%	0.00%	0.00%

Drawdowns

Drawdown Indicators

	APPLX	BTU	Difference
Max Drawdown Largest peak-to-trough decline	—	-98.07%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-25.83%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-67.44%	—
Current Drawdown Current decline from peak	—	-20.44%	—
Average Drawdown Average peak-to-trough decline	—	-48.39%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	11.09%	—

Volatility

Volatility by Period

	APPLX	BTU	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	22.06%	—
Volatility (6M) Calculated over the trailing 6-month period	—	42.29%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	63.44%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	70.82%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	78.13%	—