APPLX vs. CSU.TO
Compare and contrast key facts about Appleseed Fund (APPLX) and Constellation Software Inc. (CSU.TO).
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 CSU.TO.
Key characteristics
| APPLX | CSU.TO | |
|---|---|---|
| YTD Return | 7.69% | 35.02% |
| 1Y Return | 20.65% | 56.80% |
| 3Y Return (Ann) | -0.82% | 27.09% |
| 5Y Return (Ann) | 6.42% | 30.92% |
| 10Y Return (Ann) | 5.09% | 34.20% |
| Sharpe Ratio | 1.55 | 2.55 |
| Sortino Ratio | 2.24 | 3.27 |
| Omega Ratio | 1.28 | 1.42 |
| Calmar Ratio | 0.79 | 4.89 |
| Martin Ratio | 8.62 | 16.35 |
| Ulcer Index | 2.33% | 3.43% |
| Daily Std Dev | 12.95% | 22.01% |
| Max Drawdown | -44.00% | -25.93% |
| Current Drawdown | -7.56% | -0.88% |
Correlation
The correlation between APPLX and CSU.TO is 0.32, 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. CSU.TO - Performance Comparison
In the year-to-date period, APPLX achieves a 7.69% return, which is significantly lower than CSU.TO's 35.02% return. Over the past 10 years, APPLX has underperformed CSU.TO with an annualized return of 5.09%, while CSU.TO has yielded a comparatively higher 34.20% 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. CSU.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Appleseed Fund (APPLX) and Constellation Software Inc. (CSU.TO). 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. CSU.TO - Dividend Comparison
APPLX's dividend yield for the trailing twelve months is around 1.81%, more than CSU.TO's 0.12% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APPLX Appleseed Fund | 1.81% | 1.95% | 0.66% | 6.09% | 1.46% | 2.68% | 9.87% | 1.09% | 1.49% | 2.54% | 11.33% | 8.83% |
CSU.TO Constellation Software Inc. | 0.12% | 0.16% | 0.25% | 0.22% | 0.33% | 2.78% | 0.66% | 0.74% | 0.94% | 0.99% | 1.42% | 2.01% |
Drawdowns
APPLX vs. CSU.TO - Drawdown Comparison
The maximum APPLX drawdown since its inception was -44.00%, which is greater than CSU.TO's maximum drawdown of -25.93%. Use the drawdown chart below to compare losses from any high point for APPLX and CSU.TO. For additional features, visit the drawdowns tool.
Volatility
APPLX vs. CSU.TO - Volatility Comparison
The current volatility for Appleseed Fund (APPLX) is 3.03%, while Constellation Software Inc. (CSU.TO) has a volatility of 6.21%. This indicates that APPLX experiences smaller price fluctuations and is considered to be less risky than CSU.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.