Applied Finance Explorer fund Investor Class

Applied Finance Explorer fund Investor Classverified

AFDVX

Price:

$24.02

Market Cap:

$945.32M

The fund invests primarily in the equity securities of small and middle capitalization companies. In choosing investments, the Adviser typically selects equity securities that the adviser believes offer superior return potential and may consider, among other factors, a company's valuation, projected future earnings, growth potential, recent performance, and business strategy. It may also invest in other investment companies, including ETFs.

Industry

IPO Date

2015-06-30

Stock Exchange

NASDAQ

Ticker

AFDVX

The ROE as of December 2025 (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%), less than Artisan Mid Cap Value Fd Investor Shs (0%), less 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%), less than T. Rowe Price International Eq Index (0%), less than Neuberger Berman Focus Trust (0%), greater than Glenmede Small Cap Equity Portfolio Class Advisor (0%),

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Frequently asked questions❓

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How does the current ROE for Applied Finance Explorer fund Investor Class (AFDVX) compare to its historical average?