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Applied Finance Dividend Institutional (AFAZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.08-0.02 (-0.18%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.92%
5-year average return9.64%
Number of years up10
Number of years down4
Best 1-yr total return (2 Jul 2024)38.31%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return38.31%
Worst 3-yr total return7.18%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAFAZXCategory
YTD5.21%4.44%
1-month-0.80%-4.04%
3-month-4.22%4.09%
1-year12.90%14.37%
3-year5.53%6.04%
5-year10.05%9.20%
10-year9.39%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%-4.22%N/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)

YTD75
1-month61
3-month93
1-year68
3-year71
5-year46

Load adjusted returns

1-year12.90%
3-year5.53%
5-year10.05%
10-year9.39%