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Applied Finance Explorer Investor (AFDVX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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20.69+0.19 (+0.93%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.82%
5-Year Average Return15.26%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (Jun 27, 2024)43.59%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return43.59%
Worst 3-Yr Total Return5.81%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnAFDVXCategory
YTD4.04%26.79%
1-Month3.78%-1.77%
3-Month3.17%4.45%
1-Year29.52%71.02%
3-Year6.93%9.35%
5-Year17.47%12.17%
10-Year0.00%9.95%
Last Bull Market26.03%28.07%
Last Bear Market-15.89%-24.24%

Annual Total Return (%) History

Year
AFDVXCategory
2024
N/AN/A
2023
22.19%N/A
2022
-13.83%N/A
2021
43.59%N/A
2020
19.12%4.02%
2019
24.98%21.43%
2018
-13.40%-15.46%
2017
17.29%8.54%
2016
16.63%25.99%
2015
N/A-6.71%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.17%N/AN/AN/A
20231.55%6.23%-0.66%14.03%
2022-2.98%-15.89%-3.53%9.46%
202120.89%6.44%0.28%11.28%
2020-32.90%25.93%14.50%23.13%
201911.62%0.96%-1.04%12.08%
20180.25%4.18%4.49%-20.65%
20171.06%3.72%5.51%6.06%
2016-0.22%-1.69%8.71%9.38%
2015-9.70%-0.45%N/AN/A

Rank In Category (By Total Return)

YTD38
1-Month70
3-Month48
1-Year19
3-Year12
5-Year6

Load Adjusted Returns

1-Year29.52%
3-Year6.93%
5-Year17.47%
10-YearN/A