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Applied Finance Select Institutional (AFVZX)

Nasdaq - Nasdaq Delayed price. Currency in USD

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21.80

-0.05

(-0.23%)

At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★

Number of years up4

Number of years down2

Best 1-yr total return (13 June 2024)32.15%

Worst 1-yr total return (13 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