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
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.
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%.
Average
2.66%
Median
3.31%
Minimum
-11.93%
Maximum
14.39%
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%
| Year | ROE | Change |
|---|---|---|
| 2023 | -11.93% | 222.64% |
| 2022 | -3.70% | -162.36% |
| 2021 | 5.93% | -58.78% |
| 2020 | 14.39% | 721.03% |
| 2019 | 1.75% | -47.37% |
| 2018 | 3.33% | -66.74% |
| 2017 | 10.01% | -364.75% |
| 2016 | -3.78% | -152.05% |
| 2015 | 7.27% | 121.20% |
| 2014 | 3.28% | -61.22% |
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’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%),
| Company | ROE | Market cap |
|---|---|---|
| 0% | $55.45M | |
| 0% | $54.18M | |
| 0% | $53.19M | |
| 35.33% | $52.99M | |
| 0% | $52.13M | |
| 11.04% | $57.89M | |
| 0% | $50.29M | |
| 0% | $47.72M | |
| 0% | $49.55M | |
| 0% | $49.02M |
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What is the 3-year average ROE for Appleseed Fund (APPLX)?
What is the 5-year average ROE for Appleseed Fund (APPLX)?
How does the current ROE for Appleseed Fund (APPLX) compare to its historical average?