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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

Risk overview

Morningstar risk rating★★★
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

Risk statistics

3 years
AFDVXCategory average
5 years
AFDVXCategory average
10 years
AFDVXCategory average
Alpha
-0.52-0.12
0.46-0.08
N/A-0.07
BETA
1.010.01
1.160.01
N/A0.01
Mean annual return
0.740.01
1.370.01
N/A0.01
R-squared
72.880.78
78.40.72
N/A0.73
Standard deviation
20.850.28
24.10.23
N/A0.2
Sharpe ratio
0.280
0.590.01
N/A0.01
Treynor ratio
3.80.06
10.560.09
N/A0.08