Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AFVZX (Applied Finance Select Fund Institutional Class Shares) | 11.08% | 24.79% | 15.81% | 9.51% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/06/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFVZX (Applied Finance Select Fund Institutional Class Shares) | 02/06/2017 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.04 | 24.79 | 15.81 | 9.51 | NA | NA | NA | … | … | 11.08 | 13.39 | 7.01 | 19.80 | -10.68 | 27.95 | 15.69 | 32.15 | -8.74 | 21.37 |
| Sharpe Ratio | NA | 1.77 | 0.87 | 0.42 | NA | NA | NA | … | … | 1.79 | 0.59 | 0.26 | 1.27 | -0.57 | 2.00 | 0.42 | 2.31 | -0.61 | 3.08 |
| Standard Deviation(%) | NA | 12.35 | 14.61 | 16.01 | NA | NA | NA | … | … | 13.59 | 17.87 | 13.01 | 12.87 | 21.34 | 13.95 | 37.04 | 13.30 | 16.73 | 7.56 |
| Draw Down(%) | NA | 8.37 | 17.90 | 20.00 | NA | NA | NA | … | … | 8.37 | 17.40 | 7.96 | 10.95 | 20.00 | 5.01 | 36.30 | 7.27 | 20.92 | 3.27 |
| Yield(%) | 0.00 | 4.20 | 3.68 | 2.89 | 3.44 | 2.29 | 1.72 | … | … | 0.00 | 4.25 | 3.92 | 1.72 | 1.05 | 3.00 | 1.42 | 1.14 | 1.19 | 2.59 |
Data as of 06/03/2026, Common starting date is 02/06/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFVZX (Applied Finance Select Fund Institutional Class Shares) |
3.02%
Mar 2017 – Mar 2020 |
7.84%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFVZX (Applied Finance Select Fund Institutional Class Shares) |
25.07%
Dec 2018 – Dec 2021 |
17.07%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart