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Applied Finance Explorer Institutional (AFDZX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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20.62-0.15 (-0.72%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.61%
5-Year Average Return16.14%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (Jun 24, 2024)43.70%
Worst 1 Yr Total Return (Jun 24, 2024)N/A
Best 3-Yr Total Return43.70%
Worst 3-Yr Total Return6.08%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnAFDZXCategory
YTD4.21%26.79%
1-Month3.85%-1.77%
3-Month3.25%4.45%
1-Year29.91%71.02%
3-Year7.14%9.35%
5-Year17.70%12.17%
10-Year0.00%9.95%
Last Bull Market26.14%28.07%
Last Bear Market-15.80%-24.24%

Annual Total Return (%) History

Year
AFDZXCategory
2024
N/AN/A
2023
22.44%N/A
2022
-13.68%N/A
2021
43.70%N/A
2020
19.31%4.02%
2019
25.56%21.43%
2018
-13.16%-15.46%
2017
17.53%8.54%
2016
16.97%25.99%
2015
N/A-6.71%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.28%N/AN/AN/A
20231.60%6.25%-0.60%14.11%
2022-3.02%-15.80%-3.51%9.55%
202120.97%6.39%0.28%11.35%
2020-32.91%25.98%14.59%23.18%
201911.76%1.14%-1.03%12.24%
20180.33%4.32%4.54%-20.64%
20171.15%3.80%5.58%6.02%
2016-0.11%-1.57%8.80%9.35%
2015-9.70%-0.45%N/AN/A

Rank In Category (By Total Return)

YTD35
1-Month68
3-Month45
1-Year18
3-Year11
5-Year5

Load Adjusted Returns

1-Year29.91%
3-Year7.14%
5-Year17.70%
10-YearN/A