Appleseed Fund

Appleseed Fundverified

APPLX

Price:

$17.26

Market Cap:

$54.13M

The fund invests primarily in a portfolio of equity securities of companies that are undervalued in the opinion of the fund's adviser, Pekin Hardy Strauss, Inc. (the "Advisor"). When selecting common stocks for investment by the fund, the Advisor focuses on company valuation, looking for significant discrepancies between its own appraisal of the intrinsic value of a prospective investment and the market price of the investment. The fund is non-diversified.

Industry

Asset Management

IPO Date

2006-12-11

Stock Exchange

NASDAQ

Ticker

APPLX

The ROE as of December 2025 (TTM) for Appleseed Fund (APPLX) is -11.02%

According to Appleseed Fund’s latest financial reports and current stock price. The company's current ROE is -11.02%. This represents a change of -20537.27% compared to the average of 0.05% of the last 4 quarters.

Appleseed Fund (APPLX) Historical ROE (quarterly & annually)

How has APPLX ROE performed in the past?

The mean historical ROE of Appleseed Fund over the last ten years is 2.66%. The current -11.02% ROE has changed -515.09% with respect to the historical average. Over the past ten years (40 quarters), APPLX's ROE was at its highest in in the May 2019 quarter at 5.12%. The ROE was at its lowest in in the May 2022 quarter at -5.78%.

Quarterly (TTM)
Annual

Average

2.66%

Median

3.31%

Minimum

-11.93%

Maximum

14.39%

Appleseed Fund (APPLX) ROE by Quarter and Year

Discovering the peaks and valleys of Appleseed Fund ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 721.03%

Maximum Annual ROE = 14.39%

Minimum Annual Increase = -364.75%

Minimum Annual ROE = -11.93%

Quarterly (TTM)
Annual
YearROEChange
2023-11.93%222.64%
2022-3.70%-162.36%
20215.93%-58.78%
202014.39%721.03%
20191.75%-47.37%
20183.33%-66.74%
201710.01%-364.75%
2016-3.78%-152.05%
20157.27%121.20%
20143.28%-61.22%

Appleseed Fund (APPLX) Average ROE

How has APPLX ROE performed in the past?

The current ROE of Appleseed Fund (APPLX) is greater than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

-3.23%

5-year avg

1.29%

10-year avg

2.66%

Appleseed Fund (APPLX) ROE vs. Peers

How is APPLX’s ROE compared to its peers?

Appleseed Fund’s ROE is less than Matrix Advisors Dividend Fund (0%), less than T.Rowe Price Emerging Europe Fund (0%), less than ProFunds NASDAQ-100 Fund (0%), less than AMF Large Cap Equity Fund (35.33%), less than Value Line Core Bond Fund (0%), less than Nuveen Multi-Market Income Fund (11.04%), less than WesMark Tactical Opportunity Fund (0%), less than Paradigm Value Fund (0%), less than Live Oak Health Sciences Fund (0%), less than T. Rowe Price Target Retirement 2005 Fund (0%),

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