Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AEGOF (Aegon N.V) | 7.56% | 23.30% | 27.00% | 15.84% | 10.57% | 5.72% | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/11/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AEGOF (Aegon N.V) | 01/11/2007 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.47 | 23.30 | 27.00 | 15.84 | 10.57 | 5.72 | NA | … | … | 7.56 | 34.86 | 6.25 | 24.93 | 6.26 | 21.60 | -5.53 | 6.82 | -22.23 | 22.27 | -0.01 | -21.00 | -18.22 | 62.24 | 62.39 | -33.16 | -11.36 | 8.37 | -62.53 | -5.08 |
| Sharpe Ratio | NA | 0.83 | 0.70 | 0.38 | 0.23 | NA | NA | … | … | 0.58 | 0.92 | -0.01 | 0.61 | 0.13 | 0.81 | -0.08 | 0.16 | -0.76 | 0.88 | 0.00 | -0.83 | -0.78 | 2.42 | 1.31 | -0.69 | -0.37 | 0.09 | -0.69 | -0.34 |
| Standard Deviation(%) | NA | 32.05 | 34.01 | 34.11 | 39.65 | NA | NA | … | … | 32.00 | 33.90 | 38.73 | 33.94 | 37.68 | 26.54 | 68.32 | 33.37 | 31.18 | 24.66 | 48.41 | 25.24 | 23.38 | 25.74 | 48.02 | 48.44 | 31.29 | 91.13 | 91.66 | 24.56 |
| Draw Down(%) | NA | 17.07 | 21.83 | 34.28 | 70.41 | NA | NA | … | … | 17.07 | 11.88 | 21.83 | 22.95 | 34.28 | 16.33 | 57.94 | 24.66 | 34.13 | 15.60 | 40.19 | 30.69 | 18.55 | 14.20 | 21.99 | 54.31 | 26.18 | 49.10 | 72.31 | 16.71 |
| Yield(%) | 0.00 | 3.19 | 2.87 | 3.71 | 4.30 | 3.09 | 1.24 | … | … | 0.00 | 3.50 | 0.00 | 5.88 | 4.40 | 4.36 | 4.97 | 6.81 | 4.44 | 4.80 | 4.52 | 3.19 | 3.14 | 3.62 | 5.12 | 0.00 | 0.00 | 0.00 | 4.86 | 3.25 |
Data as of 06/03/2026, Common starting date is 01/11/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AEGOF (Aegon N.V) |
-32.97%
Nov 2007 – Nov 2010 |
-26.33%
Jun 2007 – Jun 2012 |
-11.23%
Apr 2007 – Apr 2017 |
-6.20%
Jul 2007 – Jul 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AEGOF (Aegon N.V) |
37.23%
Sep 2011 – Sep 2014 |
32.47%
Sep 2020 – Sep 2025 |
9.23%
Jan 2012 – Jan 2022 |
7.04%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart