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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

Risk overview

Morningstar risk rating★★★
Number of years up4
Number of years down2
Best 1-yr total return (27 May 2024)32.15%
Worst 1-yr total return (27 May 2024)N/A

Risk statistics

3 years
AFVZXCategory average
5 years
AFVZXCategory average
10 years
AFVZXCategory average
Alpha
-0.97-0.01
-0.42-0.03
N/A-0.03
BETA
0.880.01
0.980.01
N/A0.01
Mean annual return
0.630.01
1.130.01
N/A0.01
R-squared
89.050.78
91.290.83
N/A0.84
Standard deviation
16.480.17
19.030.19
N/A0.16
Sharpe ratio
0.280
0.60
N/A0.01
Treynor ratio
3.790.04
10.370.07
N/A0.08