APPLX vs. KO
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: APPLX or KO.
Key characteristics
| APPLX | KO | |
|---|---|---|
| YTD Return | 2.85% | 7.11% |
| 1Y Return | 13.28% | 1.09% |
| 3Y Return (Ann) | -3.77% | 7.98% |
| 5Y Return (Ann) | 5.92% | 9.09% |
| 10Y Return (Ann) | 4.00% | 7.74% |
| Sharpe Ratio | 0.99 | 0.07 |
| Daily Std Dev | 12.43% | 13.16% |
| Max Drawdown | -44.00% | -68.23% |
| Current Drawdown | -11.71% | 0.00% |
Correlation
The correlation between APPLX and KO is 0.38, 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. KO - Performance Comparison
In the year-to-date period, APPLX achieves a 2.85% return, which is significantly lower than KO's 7.11% return. Over the past 10 years, APPLX has underperformed KO with an annualized return of 4.00%, while KO has yielded a comparatively higher 7.74% 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. KO - Risk-Adjusted Performance 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.
Dividends
APPLX vs. KO - Dividend Comparison
APPLX's dividend yield for the trailing twelve months is around 1.90%, less than KO's 2.98% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APPLX Appleseed Fund | 1.90% | 1.95% | 0.66% | 6.09% | 1.46% | 2.68% | 9.87% | 1.09% | 1.49% | 2.54% | 11.33% | 8.83% |
KO The Coca-Cola Company | 2.98% | 3.12% | 2.77% | 2.84% | 2.99% | 2.89% | 3.29% | 3.23% | 3.38% | 3.07% | 2.89% | 2.71% |
Drawdowns
APPLX vs. KO - Drawdown Comparison
The maximum APPLX drawdown since its inception was -44.00%, smaller than the maximum KO drawdown of -68.23%. Use the drawdown chart below to compare losses from any high point for APPLX and KO. For additional features, visit the drawdowns tool.
Volatility
APPLX vs. KO - Volatility Comparison
Appleseed Fund (APPLX) and The Coca-Cola Company (KO) have volatilities of 3.47% and 3.54%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.