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Applied Finance Select Investor (AFVLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.82+0.05 (+0.23%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.06%
5-year average return13.29%
Number of years up4
Number of years down2
Best 1-yr total return (9 Jun 2024)31.89%
Worst 1-yr total return (9 Jun 2024)N/A
Best 3-yr total return31.89%
Worst 3-yr total return9.51%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAFVLXCategory
YTD5.34%4.44%
1-month3.01%-4.04%
3-month0.51%4.09%
1-year23.70%14.37%
3-year6.91%6.04%
5-year14.51%9.20%
10-year0.00%8.57%
Last bull market25.86%22.97%
Last bear market-12.31%-11.27%

Annual total return (%) history

Year
AFVLXCategory
2024
N/AN/A
2023
19.43%11.63%
2022
-10.87%-5.90%
2021
27.76%26.22%
2020
15.34%2.91%
2019
31.89%25.04%
2018
-8.89%-8.53%
2017
N/A15.94%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.10%N/AN/AN/A
20233.86%4.98%-2.45%12.28%
2022-3.11%-12.31%-4.66%10.03%
202111.53%4.83%0.32%8.92%
2020-23.87%19.81%9.01%16.00%
201914.51%4.09%1.96%8.52%
2018-1.52%1.79%7.64%-15.57%
20172.35%7.95%7.52%N/A

Rank in category (by total return)

YTD82
1-month52
3-month96
1-year41
3-year40
5-year9

Load adjusted returns

1-year23.70%
3-year6.91%
5-year14.51%
10-yearN/A