Singapore markets closed

Applied Finance Explorer Institutional (AFDZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
21.47-0.02 (-0.09%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.04%
5-year average return16.80%
Number of years up6
Number of years down2
Best 1-yr total return (19 May 2024)43.70%
Worst 1-yr total return (19 May 2024)N/A
Best 3-yr total return43.70%
Worst 3-yr total return6.08%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAFDZXCategory
YTD0.34%26.79%
1-month-4.69%-1.77%
3-month2.29%4.45%
1-year22.57%71.02%
3-year7.12%9.35%
5-year14.63%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)

YTD29
1-month16
3-month36
1-year14
3-year10
5-year4

Load adjusted returns

1-year22.57%
3-year7.12%
5-year14.63%
10-yearN/A