Applied Finance Explorer fund Investor Class

Applied Finance Explorer fund Investor Class - ROEverified

AFDVX

Price:

$25.96

Market Cap:

$993.10M

This fund primarily focuses its investments on the common stock of companies that fall within the small to mid-range of market capitalization. When deciding on specific holdings, the investment adviser generally targets equity securities that are perceived to offer significant potential for growth. Their selection methodology often involves assessing a variety of aspects, including a company's market valuation, its anticipated profits, capacity for future expansion, recent operational history, and overall strategic direction. Additionally, the fund is permitted to allocate capital to other pooled investment products, including exchange-traded funds (ETFs).

Industry

Asset Management

IPO Date

2015-06-30

Stock Exchange

NASDAQ

Ticker

AFDVX

The ROE as of September 2026 (TTM) for Applied Finance Explorer fund Investor Class (AFDVX) is 6.19%

According to Applied Finance Explorer fund Investor Class’s latest financial reports and current stock price. The company's current ROE is 6.19%. This represents a change of 297.83% compared to the average of 1.56% of the last 4 quarters.

Applied Finance Explorer fund Investor Class (AFDVX) Historical ROE (quarterly & annually)

How has AFDVX ROE performed in the past?

The mean historical ROE of Applied Finance Explorer fund Investor Class over the last ten years is 0.61%. The current 6.19% ROE has changed 917.57% with respect to the historical average. Over the past ten years (40 quarters), AFDVX's ROE was at its highest in in the December 2016 quarter at 8.13%. The ROE was at its lowest in in the June 2018 quarter at -14.90%.

Quarterly (TTM)
Annual

Average

0.61%

Median

1.46%

Minimum

-9.79%

Maximum

7.42%

Applied Finance Explorer fund Investor Class (AFDVX) ROE by Quarter and Year

Discovering the peaks and valleys of Applied Finance Explorer fund Investor Class ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 465.78%

Maximum Annual ROE = 7.42%

Minimum Annual Increase = -963.44%

Minimum Annual ROE = -9.79%

Quarterly (TTM)
Annual
YearROEChange
20236.22%194.94%
20222.11%-51.84%
20214.38%-41.00%
20207.42%202.51%
20192.45%-140.93%
2018-6.00%-837.72%
20170.81%-108.30%
2016-9.79%465.78%
2015-1.73%-963.44%
20140.20%-92.82%

Applied Finance Explorer fund Investor Class (AFDVX) Average ROE

How has AFDVX ROE performed in the past?

The current ROE of Applied Finance Explorer fund Investor Class (AFDVX) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

4.24%

5-year avg

4.52%

10-year avg

0.61%

Applied Finance Explorer fund Investor Class (AFDVX) ROE vs. Peers

How is AFDVX’s ROE compared to its peers?

Applied Finance Explorer fund Investor Class’s ROE is greater than Transamerica Small/Mid Cap Value I (0%), less than Clarkston Partners Fund Institutional Class (5.07%), greater than Artisan Mid Cap Value Fd Investor Shs (0%), greater than T. Rowe Price European Stock (0%), greater than American Century One Choice Portfolio: Aggressive Investor Class (0%), greater than American Century One Choice 2050 Ptf Investor Class (0%), less than Transamerica International Sm Cp Val I (5.00%), greater than T. Rowe Price International Eq Index (0%), greater than Neuberger Berman Focus Trust (0%), greater than Glenmede Small Cap Equity Portfolio Class Advisor (0%),

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