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Applied Finance Select Institutional (AFVZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.07+0.09 (+0.41%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.80%
5-year average return13.55%
Number of years up4
Number of years down2
Best 1-yr total return (17 June 2024)32.15%
Worst 1-yr total return (17 June 2024)N/A
Best 3-yr total return32.15%
Worst 3-yr total return9.77%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAFVZXCategory
YTD5.42%4.44%
1-month3.00%-4.04%
3-month0.55%4.09%
1-year23.97%14.37%
3-year7.18%6.04%
5-year14.79%9.20%
10-year0.00%8.57%
Last bull market25.93%22.97%
Last bear market-12.26%-11.27%

Annual total return (%) history

Year
AFVZXCategory
2024
N/AN/A
2023
19.80%11.63%
2022
-10.67%-5.90%
2021
27.99%26.22%
2020
15.70%2.91%
2019
32.15%25.04%
2018
-8.74%-8.53%
2017
N/A15.94%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.11%N/AN/AN/A
20233.96%5.06%-2.44%12.42%
2022-3.05%-12.26%-4.64%10.12%
202111.54%4.87%0.43%8.96%
2020-23.81%19.83%9.06%16.19%
201914.57%4.07%2.11%8.53%
2018-1.51%1.88%7.71%-15.56%
20172.35%8.04%7.61%N/A

Rank in category (by total return)

YTD81
1-month53
3-month96
1-year38
3-year35
5-year7

Load adjusted returns

1-year23.97%
3-year7.18%
5-year14.79%
10-yearN/A