BTU vs. APPLX
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BTU or APPLX.
Key characteristics
| BTU | APPLX | |
|---|---|---|
| YTD Return | -9.50% | -0.36% |
| 1Y Return | -5.93% | 8.17% |
| 3Y Return (Ann) | 82.08% | -4.00% |
| 5Y Return (Ann) | -3.82% | 4.85% |
| Sharpe Ratio | -0.22 | 0.67 |
| Daily Std Dev | 33.40% | 12.39% |
| Max Drawdown | -98.08% | -44.00% |
| Current Drawdown | -48.53% | -14.46% |
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.
Performance
BTU vs. APPLX - Performance Comparison
In the year-to-date period, BTU achieves a -9.50% return, which is significantly lower than APPLX's -0.36% 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
BTU vs. APPLX - Risk-Adjusted Performance 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.
Dividends
BTU vs. APPLX - Dividend Comparison
BTU's dividend yield for the trailing twelve months is around 1.37%, less than APPLX's 1.96% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BTU Peabody Energy Corporation | 1.37% | 0.93% | 0.00% | 0.00% | 0.00% | 26.34% | 1.50% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
APPLX Appleseed Fund | 1.96% | 1.95% | 0.66% | 6.09% | 1.46% | 2.68% | 9.87% | 1.09% | 1.49% | 2.54% | 11.33% | 8.83% |
Drawdowns
BTU vs. APPLX - Drawdown Comparison
The maximum BTU drawdown since its inception was -98.08%, which is greater than APPLX's maximum drawdown of -44.00%. Use the drawdown chart below to compare losses from any high point for BTU and APPLX. For additional features, visit the drawdowns tool.
Volatility
BTU vs. APPLX - Volatility Comparison
Peabody Energy Corporation (BTU) has a higher volatility of 9.89% compared to Appleseed Fund (APPLX) at 3.30%. This indicates that BTU's price experiences larger fluctuations and is considered to be riskier than APPLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.