Australia markets closed

Applied Finance Select Institutional (AFVZX)

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

Risk overview

Morningstar risk rating★★★
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

Risk statistics

3 years
AFVZXCategory average
5 years
AFVZXCategory average
10 years
AFVZXCategory average
Alpha
-1.52-0.01
-0.49-0.03
N/A-0.03
BETA
0.880.01
0.980.01
N/A0.01
Mean annual return
0.690.01
1.30.01
N/A0.01
R-squared
88.920.78
90.790.83
N/A0.84
Standard deviation
16.540.17
18.660.19
N/A0.16
Sharpe ratio
0.310
0.710
N/A0.01
Treynor ratio
4.450.04
12.820.07
N/A0.08