Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AFAZX (Applied Finance Core Fund Institutional Class) | 6.67% | 17.25% | 13.84% | 7.80% | 11.71% | 9.87% | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/02/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFAZX (Applied Finance Core Fund Institutional Class) | 09/02/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.61 | 17.25 | 13.84 | 7.80 | 11.71 | 9.87 | NA | … | … | 6.67 | 10.59 | 12.50 | 10.14 | -6.33 | 25.92 | 6.94 | 28.51 | -10.99 | 25.66 | 12.81 | -3.10 | 5.94 | 27.21 | 12.39 | -4.52 | 14.31 | 12.23 |
| Sharpe Ratio | NA | 1.36 | 0.85 | 0.36 | 0.54 | NA | NA | … | … | 1.23 | 0.49 | 0.79 | 0.51 | -0.39 | 1.79 | 0.17 | 1.98 | -0.69 | 2.50 | 0.71 | -0.19 | 0.39 | 1.74 | 0.68 | -0.18 | 0.85 | 2.72 |
| Standard Deviation(%) | NA | 10.38 | 12.81 | 14.65 | 18.56 | NA | NA | … | … | 10.29 | 15.72 | 11.19 | 12.86 | 19.82 | 14.50 | 38.90 | 13.63 | 17.92 | 10.03 | 17.82 | 16.43 | 15.36 | 15.61 | 18.25 | 24.88 | 16.74 | 15.43 |
| Draw Down(%) | NA | 7.25 | 16.88 | 18.86 | 40.45 | NA | NA | … | … | 7.25 | 15.38 | 7.34 | 9.78 | 18.86 | 5.56 | 40.45 | 7.58 | 21.85 | 3.88 | 17.25 | 14.28 | 10.60 | 7.46 | 17.56 | 21.74 | 15.00 | 5.21 |
| Yield(%) | 0.00 | 2.40 | 3.70 | 9.92 | 11.76 | 10.55 | 10.34 | … | … | 0.00 | 2.41 | 4.85 | 2.99 | 12.70 | 41.05 | 9.50 | 6.21 | 21.37 | 3.71 | 6.74 | 2.12 | 0.26 | 0.37 | 0.92 | 0.46 | 0.70 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/02/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFAZX (Applied Finance Core Fund Institutional Class) |
-1.89%
Mar 2017 – Mar 2020 |
1.98%
Mar 2015 – Mar 2020 |
6.00%
Mar 2010 – Mar 2020 |
9.25%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFAZX (Applied Finance Core Fund Institutional Class) |
20.90%
Mar 2020 – Mar 2023 |
17.25%
Mar 2020 – Mar 2025 |
12.79%
Feb 2016 – Feb 2026 |
10.95%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart