BTU vs. APPLX

Last updated Apr 1, 2026

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

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

Performance

BTU vs. APPLX - Performance Comparison

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

BTU vs. APPLX - Yearly Performance Comparison

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

Returns By Period

BTU

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

APPLX

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

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

Return for Risk

BTU vs. APPLX — 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.

BTU vs. APPLX - Risk-Adjusted Trends Comparison

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

	BTU	APPLX	Difference
Sharpe ratio Return per unit of total volatility	2.33	—	—
Sortino ratio Return per unit of downside risk	2.81	—	—
Omega ratio Gain probability vs. loss probability	1.33	—	—
Calmar ratio Return relative to maximum drawdown	5.56	—	—
Martin ratio Return relative to average drawdown	12.94	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	BTU	APPLX	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 BTU and APPLX 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

BTU vs. APPLX - Dividend Comparison

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

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%
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%

Drawdowns

Drawdown Indicators

	BTU	APPLX	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

	BTU	APPLX	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%	—	—