Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AFALX (Applied Finance Core Fund Investor Class) | 6.54% | 17.03% | 13.55% | 7.54% | 11.43% | 11.00% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/05/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFALX (Applied Finance Core Fund Investor Class) | 06/05/2006 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.63 | 17.03 | 13.55 | 7.54 | 11.43 | 11.00 | NA | … | … | 6.54 | 10.33 | 12.20 | 9.88 | -6.51 | 25.51 | 6.74 | 29.24 | -12.54 | 26.24 | 12.49 | -3.29 | 13.40 | 38.12 | 16.12 | -4.78 | 14.00 | 29.49 | -35.10 | 0.04 | 7.20 |
| Sharpe Ratio | NA | 1.33 | 0.83 | 0.34 | 0.44 | NA | NA | … | … | 1.19 | 0.48 | 0.77 | 0.49 | -0.40 | 1.76 | 0.17 | 1.97 | -0.32 | 2.56 | 0.69 | -0.20 | 0.97 | 2.83 | 0.90 | -0.19 | 0.83 | 1.07 | -0.88 | -0.20 | 0.74 |
| Standard Deviation(%) | NA | 10.34 | 12.80 | 14.64 | 22.41 | NA | NA | … | … | 10.32 | 15.68 | 11.18 | 12.90 | 19.80 | 14.49 | 39.07 | 14.07 | 43.39 | 10.05 | 17.80 | 16.46 | 13.86 | 13.46 | 17.93 | 24.92 | 16.78 | 27.45 | 40.70 | 15.65 | 12.65 |
| Draw Down(%) | NA | 7.23 | 16.93 | 18.99 | 43.00 | NA | NA | … | … | 7.23 | 15.40 | 7.31 | 9.83 | 18.99 | 5.57 | 40.48 | 7.61 | 30.84 | 3.94 | 17.25 | 14.30 | 10.68 | 6.21 | 17.58 | 21.85 | 15.10 | 27.13 | 47.06 | 11.69 | 6.59 |
| Yield(%) | 0.00 | 2.18 | 3.55 | 9.84 | 11.61 | 12.00 | 9.40 | … | … | 0.00 | 2.19 | 4.83 | 2.83 | 12.33 | 41.25 | 9.77 | 6.09 | 21.64 | 3.51 | 6.42 | 1.86 | 7.92 | 10.69 | 4.41 | 0.22 | 0.51 | 0.31 | 0.03 | 0.13 | 0.01 |
Data as of 06/04/2026, Common starting date is 06/05/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFALX (Applied Finance Core Fund Investor Class) |
-10.50%
Jun 2007 – Jun 2010 |
-3.45%
May 2007 – May 2012 |
5.34%
Oct 2006 – Oct 2016 |
6.86%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFALX (Applied Finance Core Fund Investor Class) |
24.12%
Sep 2011 – Sep 2014 |
22.25%
Feb 2009 – Feb 2014 |
15.38%
Feb 2009 – Feb 2019 |
13.73%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart