Applied Finance Explorer Fund Manager Performance Evaluation
| AFDVX Fund | USD 23.50 0.22 0.95% |
The fund holds a Beta (Market Sensitivity) of 1.0, which attests to generally lower market sensitivity than the broad market. With a beta near 1, Applied Finance is expected to mirror market movements with minimal deviation in either direction.
Risk-Adjusted Performance
Weak
Weak | Strong |
Applied Finance Explorer has delivered negative risk-adjusted returns across the last 90 days, suggesting that volatility was not compensated by return. Current market capitalization is about 23.0. Despite somewhat strong basic indicators, Applied Finance is not utilizing all of its potential. The current price disturbance may contribute to short-term losses for investors. Learn More
| Expense Ratio Date | 31st of August 2025 | |
| Expense Ratio | 1.0800 |
Applied |
Relative Risk vs. Return Landscape
If you had invested $ 2,352 in Applied Finance Explorer on December 25, 2025 and sold it today you would have lost $ 2.00 from holding Applied Finance Explorer or given up 0.09% of portfolio value over 90 days. Applied Finance Explorer is currently producing a 0.0034% return and carries 0.9923% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Applied, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Historical Prices of Applied Finance Explorer
Below is the normalized historical share price chart for Applied Finance Explorer extending back to June 30, 2015. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Applied Finance stands at 23.50, as last reported on the 25th of March, with the highest price reaching 23.50 and the lowest price hitting 23.50 during the day.Macro event markers
Target Price Odds to finish over Current Price
Price convergence toward a historical mean is a well-documented pattern for funds like Applied Mutual Fund. Although this tendency is a useful forecasting input, some instruments remain persistently mispriced before market correction.
| Current Price | Horizon | Target Price | Odds moving above the current price in 90 days |
| 23.50 | 90 days | 23.50 | about 75.67 |
Our distribution model estimates the likelihood of Applied Finance moving above the current price in 90 days from now at about 75.67 . Past return patterns over this horizon reflect a distribution that has favored above-current-price scenarios. (This Applied Finance Explorer distribution emphasizes the price range most consistent with recent behavior in Applied Mutual Fund over a 90-day period).
Applied Finance Price Density |
| Price |
Predictive Modules for Applied Finance
Investors use a wide range of techniques to forecast Applied Finance Explorer within the fund market. Combining results from different methods frames the confidence level investors can assign to Applied Finance Explorer predictions.Statistical evidence for mean reversion in Applied Finance's can be observed through its tendency to revert after extreme valuations. Investors who believe in mean reversion view Applied Finance's price extremes as temporary dislocations that may self-correct.
Primary Risk Indicators
Significant market corrections and rallies over the last two decades have made the mutual fund market challenging for Applied Finance investors. Dramatic market moves have periodically reshaped the risk landscape for holders of Applied Finance Explorer.α | Alpha over Dow Jones | 0.06 | |
β | Beta against Dow Jones | 1.00 | |
σ | Overall volatility | 0.46 | |
Ir | Information ratio | 0.06 |
Investor Alerts and Insights
Tracking Applied Finance through automated alerts focuses attention on the most impactful fund developments. Reviewing Applied Finance Explorer notifications is an efficient way to stay current on technical patterns and fundamental changes.| The fund holds about 7.33% of its assets under management (AUM) in cash |
Applied Finance Fundamentals Growth
Market participants price Applied Mutual Fund based on their assessment of Applied Finance's financial trajectory. Revenue and earnings growth, profitability metrics, and debt levels form the core fundamentals driving Applied Mutual Fund.
| Total Asset | 212.98 M | |||
Performance Metrics & Calculation Methodology
Return quality for Applied Finance measures how stable NAV growth has been across rolling measurement windows. High return quality implies that outcomes are not dominated by a small number of extreme observations.
Applied Finance Explorer metrics are compiled from fund disclosures and market reference feeds and normalized before display. Not all fields update in real time. Return and risk statistics are calculated from historical price series.