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Money
What's best?
Should you support your children at university or help them on to property ladder?
Applied Finance Select Institutional (AFVZX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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21.83
-0.11
(-0.50%)
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
4.65%
5-year average return
14.04%
Number of years up
4
Number of years down
2
Best 1-yr total return (27 May 2024)
32.15%
Worst 1-yr total return (27 May 2024)
N/A
Best 3-yr total return
32.15%
Worst 3-yr total return
9.77%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
AFVZX
Category
YTD
2.35%
4.44%
1-month
-6.20%
-4.04%
3-month
1.81%
4.09%
1-year
17.81%
14.37%
3-year
6.47%
6.04%
5-year
12.43%
9.20%
10-year
0.00%
8.57%
Last bull market
25.93%
22.97%
Last bear market
-12.26%
-11.27%
Annual total return (%) history
Year
AFVZX
Category
2024
N/A
N/A
2023
19.80%
11.63%
2022
-10.67%
-5.90%
2021
27.99%
26.22%
2020
15.70%
2.91%
2019
32.15%
25.04%
2018
-8.74%
-8.53%
2017
N/A
15.94%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
9.11%
N/A
N/A
N/A
2023
3.96%
5.06%
-2.44%
12.42%
2022
-3.05%
-12.26%
-4.64%
10.12%
2021
11.54%
4.87%
0.43%
8.96%
2020
-23.81%
19.83%
9.06%
16.19%
2019
14.57%
4.07%
2.11%
8.53%
2018
-1.51%
1.88%
7.71%
-15.56%
2017
2.35%
8.04%
7.61%
N/A
Rank in category (by total return)
YTD
85
1-month
98
3-month
89
1-year
25
3-year
43
5-year
6
Load adjusted returns
1-year
17.81%
3-year
6.47%
5-year
12.43%
10-year
N/A
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