World Funds Trust - Applied Finance Dividend Fund (AFADX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Performance overview
Morningstar return rating★★★
Year-to-date return8.00%
5-year average return0.40%
Number of years up3
Number of years down4
Best 1-yr total return (3 Feb 2019)25.63%
Worst 1-yr total return (3 Feb 2019)-19.04%
Best 3-yr total return25.63%
Worst 3-yr total return-3.48%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
ReturnAFADXCategory
YTD-17.51%4.44%
1-month0.36%-4.04%
3-month16.85%4.09%
1-year-12.64%14.37%
3-year-5.18%6.04%
5-year-2.32%9.20%
10-year0.00%8.57%
Last bull market6.25%22.97%
Last bear market-31.72%-11.27%
Annual total return (%) history
YearAFADXCategory
2020N/A2.91%
201917.90%25.04%
2018-19.04%-8.53%
201722.51%15.94%
2016-1.94%14.81%
2015-0.85%-4.05%
2014-7.53%10.21%
201325.63%31.21%
2012-14.45%14.57%
2011-32.06%-0.75%
201023.34%13.66%
2009108.88%24.13%
2008-74.36%-37.09%
200728.56%1.42%
200635.92%18.15%
200551.85%5.95%
200420.33%12.97%
200373.70%28.44%
200226.43%-18.69%
200140.68%-4.99%
2000-29.38%7.87%
1999150.68%6.72%
Past quarterly returns (%)
YearQ1Q2Q3Q4
2020-29.41%16.85%N/AN/A
201910.98%0.31%-0.18%6.11%
2018-2.03%-1.69%-1.39%-14.76%
20177.81%4.95%3.39%4.73%
2016-3.75%-2.64%4.96%-0.30%
20153.25%2.12%-9.38%3.76%
2014-0.06%3.45%-7.56%-3.24%
20134.91%0.07%11.55%7.27%
201213.71%-18.79%-5.82%-1.63%
20115.16%-6.11%-28.64%-3.57%
201011.34%-15.67%14.28%14.95%
20090.97%46.76%27.81%10.30%
2008-7.93%15.05%-47.77%-53.66%
20072.07%1.14%7.99%15.33%
200620.95%-7.23%4.41%16.02%
200510.42%1.36%33.98%1.26%
200431.57%-16.07%9.58%-0.56%
20034.85%32.13%13.41%10.57%
200232.31%-3.27%-9.47%9.12%
200126.38%20.21%-19.25%14.68%
200032.11%-33.03%11.23%-28.24%
199924.35%54.37%-34.94%100.72%
Rank in category (by total return)
YTD73
1-month44
3-month34
1-yearN/A
3-yearN/A
5-yearN/A
Load adjusted returns
1-year-12.64%
3-year-5.18%
5-year-2.32%
10-yearN/A
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