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Applied Finance Dividend Institutional (AFAZX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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11.14-0.02 (-0.18%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.53%
5-Year Average Return10.68%
Number of Years Up10
Number of Years Down4
Best 1 Yr Total Return (Jun 25, 2024)38.31%
Worst 1 Yr Total Return (Jun 25, 2024)N/A
Best 3-Yr Total Return38.31%
Worst 3-Yr Total Return7.18%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnAFAZXCategory
YTD6.06%4.44%
1-Month2.10%-4.04%
3-Month1.17%4.09%
1-Year20.73%14.37%
3-Year5.42%6.04%
5-Year11.79%9.20%
10-Year9.84%8.57%
Last Bull Market24.26%22.97%
Last Bear Market-11.22%-11.27%

Annual Total Return (%) History

Year
AFAZXCategory
2024
N/AN/A
2023
10.14%11.63%
2022
-6.26%-5.90%
2021
25.97%26.22%
2020
6.96%2.91%
2019
28.49%25.04%
2018
-10.41%-8.53%
2017
25.66%15.94%
2016
12.81%14.81%
2015
-3.10%-4.05%
2014
13.78%10.21%
2013
38.31%31.21%
2012
16.57%14.57%
2011
-4.73%-0.75%
2010
13.99%13.66%
2009
N/A24.13%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.85%N/AN/AN/A
2023-0.91%3.58%-2.57%10.14%
2022-1.39%-11.22%-5.71%13.56%
202111.43%4.48%-0.95%9.24%
2020-29.26%21.54%7.29%15.95%
201912.04%3.97%0.92%9.30%
20180.11%1.35%4.21%-15.26%
20177.68%-0.32%9.26%7.16%
2016-4.29%1.14%7.37%8.54%
20150.76%0.62%-8.85%4.86%
20141.46%5.82%2.24%3.65%
201311.56%4.81%5.30%12.33%
201215.29%-10.04%5.68%6.35%
20115.97%-1.48%-16.14%8.81%
20102.56%-10.95%11.08%12.37%
20096.99%N/AN/AN/A

Rank In Category (By Total Return)

YTD74
1-Month86
3-Month94
1-Year66
3-Year69
5-Year42

Load Adjusted Returns

1-Year20.73%
3-Year5.42%
5-Year11.79%
10-Year9.84%