Applied Finance Financials
| AFDZX Fund | USD 23.72 0.16 0.67% |
Applied |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Applied Finance Fund Summary
Applied Finance competes with Thrivent Small, Parnassus Endeavor, Queens Road, and Oberweis Small. 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 companys valuation, projected future earnings, growth potential, recent performance, and business strategy. It may also invest in other investment companies, including ETFs.Specialization | Small Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | World Funds Trust |
| Mutual Fund Family | Applied Finance |
| Mutual Fund Category | Small Value |
| Benchmark | Dow Jones Industrial |
| Phone | 800 673 0550 |
| Currency | USD - US Dollar |
Applied Finance Key Financial Ratios
Applied Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Applied Finance's current stock value. Our valuation model uses many indicators to compare Applied Finance value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Applied Finance competition to find correlations between indicators driving Applied Finance's intrinsic value. More Info.Applied Finance Explorer is second largest fund in annual yield among similar funds. It is the top fund in year to date return among similar funds creating about 2,287 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Applied Finance's earnings, one of the primary drivers of an investment's value.Applied Finance Explorer Systematic Risk
Applied Finance's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Applied Finance volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on Applied Finance Explorer correlated with the market. If Beta is less than 0 Applied Finance generally moves in the opposite direction as compared to the market. If Applied Finance Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Applied Finance Explorer is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Applied Finance is generally in the same direction as the market. If Beta > 1 Applied Finance moves generally in the same direction as, but more than the movement of the benchmark.
Applied Finance December 13, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Applied Finance help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Applied Finance Explorer. We use our internally-developed statistical techniques to arrive at the intrinsic value of Applied Finance Explorer based on widely used predictive technical indicators. In general, we focus on analyzing Applied Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Applied Finance's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.8206 | |||
| Information Ratio | 0.0437 | |||
| Maximum Drawdown | 6.74 | |||
| Value At Risk | (1.35) | |||
| Potential Upside | 1.71 |
Other Information on Investing in Applied Mutual Fund
Applied Finance financial ratios help investors to determine whether Applied Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Applied with respect to the benefits of owning Applied Finance security.
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