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Pensions
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Labour could now drop plans to reintroduce the policy
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
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
5.06%
5-year average return
13.29%
Number of years up
4
Number of years down
2
Best 1-yr total return (9 Jun 2024)
31.89%
Worst 1-yr total return (9 Jun 2024)
N/A
Best 3-yr total return
31.89%
Worst 3-yr total return
9.51%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
AFVLX
Category
YTD
5.34%
4.44%
1-month
3.01%
-4.04%
3-month
0.51%
4.09%
1-year
23.70%
14.37%
3-year
6.91%
6.04%
5-year
14.51%
9.20%
10-year
0.00%
8.57%
Last bull market
25.86%
22.97%
Last bear market
-12.31%
-11.27%
Annual total return (%) history
Year
AFVLX
Category
2024
N/A
N/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/A
15.94%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
9.10%
N/A
N/A
N/A
2023
3.86%
4.98%
-2.45%
12.28%
2022
-3.11%
-12.31%
-4.66%
10.03%
2021
11.53%
4.83%
0.32%
8.92%
2020
-23.87%
19.81%
9.01%
16.00%
2019
14.51%
4.09%
1.96%
8.52%
2018
-1.52%
1.79%
7.64%
-15.57%
2017
2.35%
7.95%
7.52%
N/A
Rank in category (by total return)
YTD
82
1-month
52
3-month
96
1-year
41
3-year
40
5-year
9
Load adjusted returns
1-year
23.70%
3-year
6.91%
5-year
14.51%
10-year
N/A
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