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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

Risk Overview

Morningstar Risk Rating★★★

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

Risk Statistics

3 Years

AFDVXCategory Average

5 Years

AFDVXCategory Average

10 Years

AFDVXCategory Average

Alpha

-1.95-0.12

0.57-0.08

N/A-0.07

BETA

1.010.01

1.140.01

N/A0.01

Mean Annual Return

0.740.01

1.590.01

N/A0.01

R-squared

73.570.78

77.540.72

N/A0.73

Standard Deviation

20.840.28

23.660.23

N/A0.2

Sharpe Ratio

0.270

0.710.01

N/A0.01

Treynor Ratio

3.620.06

13.280.09

N/A0.08