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Applied Finance Explorer Investor (AFDVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.14+0.25 (+1.20%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.04%
5-year average return17.47%
Number of years up6
Number of years down2
Best 1-yr total return (30 May 2024)43.59%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return43.59%
Worst 3-yr total return5.81%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAFDVXCategory
YTD0.25%26.79%
1-month-4.68%-1.77%
3-month2.26%4.45%
1-year22.27%71.02%
3-year6.97%9.35%
5-year14.43%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)

YTD30
1-month16
3-month37
1-year14
3-year11
5-year4

Load adjusted returns

1-year22.27%
3-year6.97%
5-year14.43%
10-yearN/A