Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AFDZX (Applied Finance Explorer Fund Institutional Shares) | 12.10% | 26.98% | 17.68% | 9.51% | 13.45% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/17/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFDZX (Applied Finance Explorer Fund Institutional Shares) | 06/17/2015 | 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 (%) | 1.21 | 26.98 | 17.68 | 9.51 | 13.45 | NA | NA | … | … | 12.10 | 9.24 | 9.85 | 22.44 | -13.70 | 43.69 | 19.31 | 25.56 | -13.35 | 17.53 | 16.97 | -11.27 |
| Sharpe Ratio | NA | 1.42 | 0.64 | 0.30 | 0.50 | NA | NA | … | … | 1.58 | 0.31 | 0.22 | 1.01 | -0.61 | 2.04 | 0.44 | 1.45 | -0.83 | 1.43 | 0.91 | -1.08 |
| Standard Deviation(%) | NA | 15.65 | 22.21 | 22.30 | 23.44 | NA | NA | … | … | 15.51 | 20.37 | 27.87 | 18.77 | 24.81 | 21.40 | 43.19 | 16.66 | 17.88 | 11.86 | 18.32 | 18.25 |
| Draw Down(%) | NA | 8.30 | 23.49 | 23.49 | 42.72 | NA | NA | … | … | 7.15 | 19.97 | 17.52 | 14.85 | 22.83 | 9.16 | 41.86 | 12.12 | 27.34 | 5.44 | 13.93 | 13.89 |
| Yield(%) | 0.00 | 3.43 | 2.84 | 2.14 | 3.63 | 2.21 | 1.66 | … | … | 0.00 | 3.32 | 2.66 | 1.12 | 1.61 | 1.20 | 0.52 | 0.97 | 8.33 | 2.23 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/17/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFDZX (Applied Finance Explorer Fund Institutional Shares) |
-5.34%
Mar 2017 – Mar 2020 |
3.97%
Jul 2015 – Jul 2020 |
10.33%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFDZX (Applied Finance Explorer Fund Institutional Shares) |
30.85%
Mar 2020 – Mar 2023 |
23.02%
Mar 2020 – Mar 2025 |
13.84%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart