Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AFGE (American Financial Group AFGE) | -2.19% | 3.45% | 2.16% | -4.69% | -0.67% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 09/25/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFGE (American Financial Group AFGE) | 09/25/2014 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.62 | 3.45 | 2.16 | -4.69 | -0.67 | NA | NA | … | … | -2.19 | 0.56 | -2.62 | 11.52 | -27.31 | 1.01 | 11.03 | 4.82 | 1.08 | 7.89 | -3.92 | 5.29 | 4.78 |
| Sharpe Ratio | NA | 0.09 | -0.07 | -0.42 | -0.17 | NA | NA | … | … | -0.71 | -0.17 | -0.37 | 0.42 | -1.26 | 0.09 | 0.64 | 0.57 | -0.03 | 0.79 | -0.40 | 0.51 | 3.52 |
| Standard Deviation(%) | NA | 11.03 | 15.04 | 17.10 | 14.27 | NA | NA | … | … | 9.63 | 13.95 | 16.96 | 19.03 | 22.90 | 10.33 | 16.44 | 6.03 | 9.03 | 9.16 | 10.39 | 10.39 | 5.44 |
| Draw Down(%) | NA | 13.22 | 20.38 | 33.67 | 33.67 | NA | NA | … | … | 6.63 | 11.18 | 15.87 | 14.05 | 32.43 | 9.72 | 2.92 | 2.15 | 6.17 | 4.91 | 12.65 | 6.75 | 1.78 |
| Yield(%) | 0.00 | 6.81 | 6.22 | 4.13 | 3.60 | 2.84 | 2.13 | … | … | 3.29 | 6.12 | 5.79 | 5.93 | 4.17 | 4.07 | 1.03 | 4.59 | 4.55 | 3.14 | 0.00 | 1.54 | 1.73 |
Data as of 06/11/2026, Common starting date is 09/25/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFGE (American Financial Group AFGE) |
-9.46%
Oct 2020 – Oct 2023 |
-4.32%
Dec 2020 – Dec 2025 |
-0.30%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFGE (American Financial Group AFGE) |
6.84%
Dec 2017 – Dec 2020 |
4.71%
Sep 2015 – Sep 2020 |
1.37%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart