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Applied Finance Dividend Investor (AFALX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.02+0.18 (+1.66%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.86%
5-year average return11.51%
Number of years up12
Number of years down5
Best 1-yr total return (30 May 2024)38.12%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return38.12%
Worst 3-yr total return6.95%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAFALXCategory
YTD3.75%4.44%
1-month-5.51%-4.04%
3-month3.05%4.09%
1-year13.29%14.37%
3-year4.86%6.04%
5-year9.37%9.20%
10-year9.62%8.57%
Last bull market24.21%22.97%
Last bear market-11.32%-11.27%

Annual total return (%) history

Year
AFALXCategory
2024
N/AN/A
2023
9.87%11.63%
2022
-6.43%-5.90%
2021
25.56%26.22%
2020
6.77%2.91%
2019
28.15%25.04%
2018
-10.58%-8.53%
2017
25.33%15.94%
2016
12.49%14.81%
2015
-3.29%-4.05%
2014
13.40%10.21%
2013
38.12%31.21%
2012
16.24%14.57%
2011
-4.87%-0.75%
2010
13.69%13.66%
2009
29.49%24.13%
2008
-35.10%-37.09%
2007
0.04%1.42%
2006
N/A18.15%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.80%N/AN/AN/A
2023-1.03%3.53%-2.61%10.10%
2022-1.42%-11.32%-5.71%13.51%
202111.33%4.40%-1.02%9.15%
2020-29.32%21.55%7.17%15.95%
201911.98%3.91%0.85%9.20%
20180.11%1.24%4.11%-15.26%
20177.61%-0.38%9.14%7.12%
2016-4.37%0.99%7.39%8.46%
20150.76%0.48%-8.87%4.82%
20141.31%5.76%2.18%3.58%
201311.56%4.73%5.23%12.35%
201215.19%-10.04%5.48%6.35%
20115.98%-1.57%-16.17%8.78%
20102.45%-10.97%11.10%12.20%
2009-9.91%14.51%17.41%6.91%
2008-8.20%-0.41%-6.01%-24.47%
20072.42%4.73%-1.91%-4.92%
20062.12%6.03%N/AN/A

Rank in category (by total return)

YTD65
1-month93
3-month74
1-year58
3-year77
5-year46

Load adjusted returns

1-year13.29%
3-year4.86%
5-year9.37%
10-year9.62%