Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AAON (AAON, Inc.) | 88.63% | 50.94% | 33.79% | 27.95% | 23.64% | 27.51% | 22.61% | … | … |
Data as of 06/04/2026, Common starting date is 12/16/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AAON (AAON, Inc.) | 12/16/1992 | 06/04/2026 |
| 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.98 | 50.94 | 33.79 | 27.95 | 23.64 | 27.51 | 22.61 | … | … | 88.63 | -34.91 | 59.88 | 47.86 | -4.55 | 19.84 | 35.71 | 41.88 | -3.59 | 11.84 | 43.47 | 4.65 | 58.96 | 246.69 | 3.66 | -26.53 | 46.91 | -4.95 | 7.00 | -23.42 | 49.33 | 11.26 | -17.21 | 5.32 | 69.46 | 38.35 | 23.04 | 54.36 | 23.14 | 55.13 | -15.22 | -45.96 | 63.49 | 350.00 | 40.00 |
| Sharpe Ratio | NA | 0.72 | 0.59 | 0.53 | 0.54 | NA | NA | … | … | 5.18 | -0.61 | 1.41 | 1.29 | -0.15 | 0.81 | 0.70 | 1.31 | -0.16 | 0.44 | 1.47 | 0.16 | 1.19 | 4.85 | 0.12 | -0.41 | 1.47 | -0.11 | 0.09 | -0.46 | 0.99 | 0.27 | -0.50 | 0.11 | 1.09 | 0.62 | 0.37 | 1.16 | 0.37 | 0.84 | -0.26 | -0.84 | 1.07 | 3.25 | 2,054.18 |
| Standard Deviation(%) | NA | 61.15 | 51.09 | 45.18 | 39.99 | NA | NA | … | … | 66.08 | 61.72 | 39.91 | 34.53 | 38.84 | 24.53 | 50.65 | 30.91 | 32.14 | 25.29 | 29.51 | 29.22 | 49.64 | 50.84 | 31.30 | 65.47 | 31.86 | 45.53 | 68.70 | 58.22 | 46.45 | 32.75 | 36.70 | 41.13 | 62.70 | 58.87 | 50.90 | 43.94 | 53.30 | 61.29 | 71.99 | 59.47 | 56.34 | 106.08 | 234.25 |
| Draw Down(%) | NA | 30.75 | 48.86 | 48.86 | 48.86 | NA | NA | … | … | 25.22 | 47.47 | 23.79 | 25.50 | 39.66 | 25.69 | 30.96 | 16.99 | 25.78 | 16.93 | 16.06 | 23.01 | 25.01 | 16.50 | 18.19 | 55.00 | 20.06 | 29.24 | 43.46 | 51.90 | 25.90 | 16.09 | 36.79 | 35.54 | 24.00 | 50.00 | 35.47 | 25.00 | 40.98 | 27.33 | 30.00 | 59.60 | 41.10 | 27.78 | 16.67 |
| Yield(%) | 0.00 | 0.42 | 0.40 | 0.57 | 1.29 | 3.04 | 5.40 | … | … | 0.13 | 0.34 | 0.43 | 0.53 | 0.55 | 0.59 | 0.76 | 0.91 | 0.87 | 0.78 | 1.08 | 1.00 | 0.84 | 1.18 | 1.75 | 1.24 | 1.80 | 1.72 | 1.70 | 1.65 | 2.20 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/16/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAON (AAON, Inc.) |
-22.08%
Apr 1994 – Apr 1997 |
-8.61%
Jun 2007 – Jun 2012 |
1.02%
Jun 2002 – Jun 2012 |
8.38%
Apr 1994 – Apr 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAON (AAON, Inc.) |
87.61%
May 2012 – May 2015 |
59.64%
Jun 2012 – Jun 2017 |
36.78%
Sep 2011 – Sep 2021 |
31.75%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart