APPLX vs. KO

Last updated Apr 1, 2026

Compare and contrast key facts about Appleseed Fund (APPLX) and The Coca-Cola Company (KO).

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

Performance

APPLX vs. KO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Appleseed Fund (APPLX) and The Coca-Cola Company (KO). The values are adjusted to include any dividend payments, if applicable.

APPLX vs. KO - 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%	17.42%
KO The Coca-Cola Company	9.53%	15.60%	8.88%	-4.43%	10.61%	11.37%	2.47%	20.60%	6.77%	14.38%

Returns By Period

APPLX

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

KO

• 1D: -0.29%
• 1M: -6.11%
• YTD: 9.53%
• 6M: 16.27%
• 1Y: 9.26%
• 3Y*: 10.27%
• 5Y*: 10.95%
• 10Y*: 8.31%

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

Return for Risk

APPLX vs. KO — Risk / Return Rank

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

KO

KO Risk / Return Rank: 60
KO Sharpe Ratio Rank: 62
KO Sortino Ratio Rank: 55
KO Omega Ratio Rank: 51
KO Calmar Ratio Rank: 67
KO Martin Ratio Rank: 64

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. KO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Appleseed Fund (APPLX) and The Coca-Cola Company (KO). 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	KO	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	0.56	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.70	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.46	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.53	—

Correlation

The correlation between APPLX and KO is 0.35, 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. KO - Dividend Comparison

APPLX's dividend yield for the trailing twelve months is around 46.50%, more than KO's 2.71% 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%
KO The Coca-Cola Company	2.71%	2.92%	3.12%	3.12%	2.77%	2.84%	2.99%	2.89%	3.29%	3.23%	3.38%	3.07%

Drawdowns

Drawdown Indicators

	APPLX	KO	Difference
Max Drawdown Largest peak-to-trough decline	—	-68.23%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-9.82%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-17.27%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-36.99%	—
Current Drawdown Current decline from peak	—	-6.11%	—
Average Drawdown Average peak-to-trough decline	—	-16.13%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	4.82%	—

Volatility

Volatility by Period

	APPLX	KO	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.13%	—
Volatility (6M) Calculated over the trailing 6-month period	—	11.82%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	16.71%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	15.76%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	18.14%	—