APPLX vs. BTU
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: APPLX or BTU.
Key characteristics
| APPLX | BTU | |
|---|---|---|
| YTD Return | 3.63% | -8.35% |
| 1Y Return | 14.58% | -3.49% |
| 3Y Return (Ann) | -3.39% | 56.27% |
| 5Y Return (Ann) | 6.10% | -4.92% |
| Sharpe Ratio | 1.14 | -0.09 |
| Daily Std Dev | 12.47% | 33.12% |
| Max Drawdown | -44.00% | -98.08% |
| Current Drawdown | -11.04% | -47.87% |
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.
Performance
APPLX vs. BTU - Performance Comparison
In the year-to-date period, APPLX achieves a 3.63% return, which is significantly higher than BTU's -8.35% 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. BTU - Risk-Adjusted Performance 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.
Dividends
APPLX vs. BTU - Dividend Comparison
APPLX's dividend yield for the trailing twelve months is around 1.89%, more than BTU's 1.01% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APPLX Appleseed Fund | 1.89% | 1.95% | 0.66% | 6.09% | 1.46% | 2.68% | 9.87% | 1.09% | 1.49% | 2.54% | 11.33% | 8.83% |
BTU Peabody Energy Corporation | 1.01% | 0.93% | 0.00% | 0.00% | 0.00% | 26.34% | 1.50% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
APPLX vs. BTU - Drawdown Comparison
The maximum APPLX drawdown since its inception was -44.00%, smaller than the maximum BTU drawdown of -98.08%. Use the drawdown chart below to compare losses from any high point for APPLX and BTU. For additional features, visit the drawdowns tool.
Volatility
APPLX vs. BTU - Volatility Comparison
The current volatility for Appleseed Fund (APPLX) is 3.52%, while Peabody Energy Corporation (BTU) has a volatility of 10.19%. This indicates that APPLX experiences smaller price fluctuations and is considered to be less risky than BTU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.