Social(K) BLOG
April 09, 2021

Appleseed Fund Q1 Performance Update

We provide access to ESG screened funds. Our job is not to promote any singular fund, but to bring access to the entire universe of Environmental Social and Governance screened funds.

Sometimes a fund’s performance merits mention!

Who says ESG screens alongside financial doesn’t add value?

Appleseed Fund continued its strong performance in Q1, finishing up over 15% for the quarter, and 86% over the past 12 months. The performance of the fund was driven by strong performance across the portfolio.

As of 03/31/2021, our Morningstar Category Rankings were as follows:

  • YTD: 1st percentile
  • 1 year: 1st percentile
  • 3 year: 2nd percentile
  • 5 year: 6th percentile
  • 10 year: 17th percentile

Since its inception in 2006, Appleseed Fund (APPLX) has generated an annualized total return of 7.93%, comparing favorably to a median annualized return of 3.78% in the World Allocation Category.

If you would like to learn more about Appleseed Fund, its investment team, its investment philosophy, or its investment process, please reach out to us with the below form!

You Can Invest With Your Values

Retirement plans for long-term growth with the benefit of creating a safe, just, and sustainable world.

Social(k) offers hundreds of investments using Environmental, Social, and Governance, (i.e. ESG screened investments) backed by a plethora of Financial research. Structured into traditional Mutual Funds, Social(k) helps you sleep at night knowing that you’re pursuing the brightest possible future for your retirement and our planet.

Learn more about our Big Green Retirement Plan

Please Review Us!
Your Review is Valued
We would be appreciative if you could take a moment to share a review on Google Listings