Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AESR (Anfield U.S. Equity Sector Rotation ETF) | 20.53% | 19.84% | 20.68% | 11.84% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/18/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AESR (Anfield U.S. Equity Sector Rotation ETF) | 12/18/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.74 | 19.84 | 20.68 | 11.84 | NA | NA | NA | … | … | 20.53 | 3.85 | 25.34 | 21.02 | -17.52 | 25.23 | 19.53 | 1.12 |
| Sharpe Ratio | NA | 0.75 | 0.90 | 0.48 | NA | NA | NA | … | … | 2.69 | 0.04 | 1.46 | 1.29 | -0.84 | 1.88 | 0.60 | 2.04 |
| Standard Deviation(%) | NA | 23.27 | 19.85 | 19.27 | NA | NA | NA | … | … | 19.25 | 26.49 | 14.89 | 13.55 | 22.55 | 13.42 | 32.06 | 19.96 |
| Draw Down(%) | NA | 19.30 | 19.85 | 25.02 | NA | NA | NA | … | … | 9.82 | 19.85 | 9.76 | 12.02 | 25.02 | 5.37 | 31.07 | 2.52 |
| Yield(%) | 0.00 | 6.49 | 3.36 | 3.37 | 2.41 | 1.61 | 1.21 | … | … | 0.00 | 6.76 | 0.22 | 0.40 | 0.60 | 7.84 | 1.24 | 0.33 |
Data as of 06/04/2026, Common starting date is 12/18/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AESR (Anfield U.S. Equity Sector Rotation ETF) |
6.52%
Apr 2021 – Apr 2024 |
8.74%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AESR (Anfield U.S. Equity Sector Rotation ETF) |
25.43%
Sep 2022 – Sep 2025 |
16.89%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart