Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AEG (Aegon Ltd.) | 6.87% | 21.76% | 27.51% | 17.90% | 11.60% | 7.03% | 1.25% | … | … |
Data as of 06/05/2026, Common starting date is 06/28/1985
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AEG (Aegon Ltd.) | 06/28/1985 | 06/05/2026 |
| 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 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.02 | 21.76 | 27.51 | 17.90 | 11.60 | 7.03 | 1.25 | … | … | 6.87 | 39.07 | 8.38 | 21.15 | 6.45 | 29.42 | -3.65 | 5.35 | -22.28 | 23.79 | 3.95 | -21.55 | -17.97 | 53.50 | 69.34 | -34.42 | -4.37 | 5.95 | -62.94 | -3.49 | 20.01 | 23.92 | -3.30 | 15.80 | -49.90 | -33.91 | -11.86 | -21.88 | 172.80 | 41.70 | 43.75 | 73.23 | 17.05 | 30.33 | 18.93 | 11.55 | 3.72 | 32.97 | 36.84 | -15.02 | -5.44 | 49.10 |
| Sharpe Ratio | NA | 0.75 | 0.94 | 0.49 | 0.28 | NA | NA | … | … | 0.53 | 1.22 | 0.20 | 0.64 | 0.12 | 0.98 | -0.06 | 0.15 | -0.95 | 0.92 | 0.09 | -0.70 | -0.80 | 1.83 | 1.68 | -0.62 | -0.10 | 0.06 | -0.76 | -0.26 | 0.71 | 1.21 | -0.16 | 0.26 | -0.82 | -0.93 | -0.41 | -0.85 | 4.16 | 1.50 | 1.69 | 3.74 | 0.68 | 1.57 | 1.07 | 0.32 | -0.09 | 1.36 | 1.40 | -0.42 | -0.37 | 4.49 |
| Standard Deviation(%) | NA | 25.49 | 25.88 | 30.97 | 35.94 | NA | NA | … | … | 26.90 | 29.69 | 23.64 | 27.69 | 42.89 | 30.10 | 68.11 | 26.25 | 24.97 | 25.27 | 42.53 | 30.63 | 22.42 | 29.27 | 41.78 | 55.84 | 44.25 | 103.14 | 84.25 | 25.50 | 23.49 | 17.86 | 26.19 | 57.53 | 62.13 | 39.67 | 38.78 | 29.54 | 40.70 | 25.22 | 23.47 | 18.50 | 20.56 | 17.86 | 15.28 | 23.83 | 19.29 | 19.90 | 22.70 | 45.42 | 26.09 | 25.76 |
| Draw Down(%) | NA | 15.65 | 18.37 | 36.55 | 71.11 | NA | NA | … | … | 14.27 | 18.37 | 15.35 | 26.65 | 36.55 | 21.11 | 59.13 | 26.82 | 36.34 | 17.98 | 41.37 | 32.02 | 20.48 | 15.91 | 31.05 | 54.92 | 31.04 | 68.10 | 78.56 | 21.74 | 19.41 | 14.51 | 34.24 | 52.53 | 64.32 | 48.31 | 34.61 | 44.52 | 35.51 | 13.42 | 15.25 | 10.14 | 13.00 | 11.96 | 7.53 | 25.08 | 15.52 | 13.33 | 12.57 | 47.22 | 21.56 | 10.08 |
| Yield(%) | 0.00 | 6.13 | 6.80 | 6.28 | 5.84 | 4.22 | 1.92 | … | … | 0.00 | 7.48 | 6.09 | 5.54 | 4.12 | 4.28 | 5.32 | 7.22 | 5.16 | 7.75 | 5.18 | 3.62 | 3.17 | 4.52 | 6.10 | 0.00 | 0.00 | 0.00 | 5.44 | 4.28 | 3.46 | 4.03 | 3.37 | 0.36 | 2.83 | 1.78 | 1.22 | 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 | 0.00 |
Data as of 06/05/2026, Common starting date is 06/28/1985
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AEG (Aegon Ltd.) |
-41.16%
Mar 2000 – Mar 2003 |
-25.13%
May 2007 – May 2012 |
-21.18%
Feb 1999 – Feb 2009 |
-9.62%
Dec 2000 – Dec 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AEG (Aegon Ltd.) |
77.12%
Dec 1995 – Dec 1998 |
62.32%
Dec 1993 – Dec 1998 |
38.97%
Dec 1988 – Dec 1998 |
24.34%
Aug 1985 – Aug 2000 |
Annualized Rolling Returns Comparison Chart