Applied Finance Select Fund Net Income
| AFVLX Fund | USD 24.30 0.50 2.10% |
As of the 7th of February, Applied Finance shows the Mean Deviation of 0.6342, downside deviation of 0.8219, and Risk Adjusted Performance of 0.0876. Applied Finance Select technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the entity's future prices.
Applied Finance's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Applied Finance's valuation are provided below:Applied Finance Select does not presently have any fundamental signals for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Applied |
Applied Finance 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Applied Finance's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Applied Finance.
| 11/09/2025 |
| 02/07/2026 |
If you would invest 0.00 in Applied Finance on November 9, 2025 and sell it all today you would earn a total of 0.00 from holding Applied Finance Select or generate 0.0% return on investment in Applied Finance over 90 days. Applied Finance is related to or competes with Simt Tax-managed, Wells Fargo, Simt Tax-managed, Simt Tax-managed, Blackrock, Amg Gwk, and Bny Mellon. The fund invests primarily in equity securities of U.S More
Applied Finance Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Applied Finance's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Applied Finance Select upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.8219 | |||
| Information Ratio | (0) | |||
| Maximum Drawdown | 3.75 | |||
| Value At Risk | (1.14) | |||
| Potential Upside | 1.41 |
Applied Finance Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Applied Finance's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Applied Finance's standard deviation. In reality, there are many statistical measures that can use Applied Finance historical prices to predict the future Applied Finance's volatility.| Risk Adjusted Performance | 0.0876 | |||
| Jensen Alpha | 0.005 | |||
| Total Risk Alpha | (0) | |||
| Sortino Ratio | (0) | |||
| Treynor Ratio | 0.0853 |
Applied Finance February 7, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0876 | |||
| Market Risk Adjusted Performance | 0.0953 | |||
| Mean Deviation | 0.6342 | |||
| Semi Deviation | 0.6784 | |||
| Downside Deviation | 0.8219 | |||
| Coefficient Of Variation | 918.35 | |||
| Standard Deviation | 0.7938 | |||
| Variance | 0.6302 | |||
| Information Ratio | (0) | |||
| Jensen Alpha | 0.005 | |||
| Total Risk Alpha | (0) | |||
| Sortino Ratio | (0) | |||
| Treynor Ratio | 0.0853 | |||
| Maximum Drawdown | 3.75 | |||
| Value At Risk | (1.14) | |||
| Potential Upside | 1.41 | |||
| Downside Variance | 0.6756 | |||
| Semi Variance | 0.4602 | |||
| Expected Short fall | (0.67) | |||
| Skewness | (0.05) | |||
| Kurtosis | 0.1132 |
Applied Finance Select Backtested Returns
At this stage we consider Applied Mutual Fund to be very steady. Applied Finance Select secures Sharpe Ratio (or Efficiency) of 0.11, which signifies that the fund had a 0.11 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Applied Finance Select, which you can use to evaluate the volatility of the entity. Please confirm Applied Finance's Mean Deviation of 0.6342, risk adjusted performance of 0.0876, and Downside Deviation of 0.8219 to double-check if the risk estimate we provide is consistent with the expected return of 0.0898%. The fund shows a Beta (market volatility) of 0.9, which signifies possible diversification benefits within a given portfolio. Applied Finance returns are very sensitive to returns on the market. As the market goes up or down, Applied Finance is expected to follow.
Auto-correlation | 0.28 |
Poor predictability
Applied Finance Select has poor predictability. Overlapping area represents the amount of predictability between Applied Finance time series from 9th of November 2025 to 24th of December 2025 and 24th of December 2025 to 7th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Applied Finance Select price movement. The serial correlation of 0.28 indicates that nearly 28.0% of current Applied Finance price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.28 | |
| Spearman Rank Test | 0.38 | |
| Residual Average | 0.0 | |
| Price Variance | 0.05 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Based on the recorded statements, Applied Finance Select reported net income of 0.0. This indicator is about the same for the Applied Finance average (which is currently at 0.0) family and about the same as Large Value (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
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 Select is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 264.86 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.Fund Asset Allocation for Applied Finance
The fund consists of 93.03% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Applied Finance's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors for a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will manage securities in the fund's portfolio as market conditions and the fund's objectives change.
Applied Fundamentals
| Total Asset | 56.73 M | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 2.01 % | ||||
| One Year Return | 10.18 % | ||||
| Three Year Return | 11.93 % | ||||
| Five Year Return | 10.06 % | ||||
| Net Asset | 649.54 M | ||||
| Last Dividend Paid | 0.11 | ||||
| Cash Position Weight | 6.97 % | ||||
| Equity Positions Weight | 93.03 % |
About Applied Finance Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Applied Finance Select's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Applied Finance using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Applied Finance Select based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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.
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Investing Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets |