Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AFDVX (Applied Finance Explorer Fund Investor Shares) | 11.98% | 26.61% | 17.38% | 9.28% | 13.18% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFDVX (Applied Finance Explorer Fund Investor Shares) | 07/01/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.18 | 26.61 | 17.38 | 9.28 | 13.18 | NA | NA | … | … | 11.98 | 8.96 | 9.52 | 22.19 | -13.84 | 43.58 | 19.12 | 24.98 | -13.59 | 17.29 | 16.63 | -10.28 |
| Sharpe Ratio | NA | 1.40 | 0.74 | 0.32 | 0.51 | NA | NA | … | … | 1.55 | 0.30 | 0.32 | 1.00 | -0.62 | 2.03 | 0.44 | 1.41 | -0.84 | 1.41 | 0.90 | -1.06 |
| Standard Deviation(%) | NA | 15.66 | 18.65 | 20.26 | 22.49 | NA | NA | … | … | 15.60 | 20.38 | 18.44 | 18.79 | 24.82 | 21.43 | 43.18 | 16.62 | 17.87 | 11.85 | 18.26 | 18.41 |
| Draw Down(%) | NA | 8.33 | 23.54 | 23.54 | 42.97 | NA | NA | … | … | 7.17 | 19.98 | 9.72 | 14.93 | 22.90 | 9.18 | 41.84 | 12.31 | 27.31 | 5.47 | 14.04 | 12.52 |
| Yield(%) | 0.00 | 3.19 | 2.61 | 1.94 | 3.31 | 2.04 | 1.53 | … | … | 0.00 | 3.08 | 2.48 | 0.94 | 1.45 | 0.96 | 0.18 | 0.56 | 8.20 | 2.24 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFDVX (Applied Finance Explorer Fund Investor Shares) |
-5.61%
Mar 2017 – Mar 2020 |
5.78%
Oct 2015 – Oct 2020 |
11.28%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFDVX (Applied Finance Explorer Fund Investor Shares) |
30.65%
Mar 2020 – Mar 2023 |
22.78%
Mar 2020 – Mar 2025 |
13.57%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart