Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AFG (American Financial Group, Inc.) | -0.62% | 13.36% | 11.24% | 10.94% | 14.35% | 16.01% | 15.65% | … | … |
Data as of 06/05/2026, Common starting date is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFG (American Financial Group, Inc.) | 03/17/1980 | 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 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.05 | 13.36 | 11.24 | 10.94 | 14.35 | 16.01 | 15.65 | … | … | -0.62 | 5.45 | 23.79 | -7.61 | 10.91 | 93.82 | -16.19 | 27.07 | -13.04 | 29.19 | 25.81 | 22.26 | 8.66 | 51.17 | 9.89 | 16.50 | 32.05 | 11.68 | -19.05 | -18.60 | 113.65 | 24.32 | 20.38 | 17.31 | -4.07 | -3.81 | 6.37 | -39.89 | 8.84 | 6.79 | 23.27 | 18.36 | -20.08 | 30.15 | -4.78 | 31.45 | -27.73 | 13.40 | 16.17 | -22.33 | 5.91 | 7.98 | 25.33 | 42.18 | -36.06 | 7.84 | 109.59 |
| Sharpe Ratio | NA | 0.44 | 0.35 | 0.34 | 0.40 | NA | NA | … | … | -0.48 | 0.11 | 1.02 | -0.50 | 0.36 | 3.15 | -0.23 | 1.73 | -0.72 | 1.88 | 1.61 | 1.54 | 0.68 | 4.00 | 0.68 | 0.60 | 1.45 | 0.23 | -0.27 | -0.81 | 2.54 | 1.31 | 1.11 | 0.69 | -0.15 | -0.15 | 0.05 | -1.66 | 0.22 | 0.12 | 0.81 | 0.74 | -0.74 | 0.92 | -0.27 | 1.23 | -1.21 | 0.40 | 0.47 | -0.76 | 0.08 | 0.10 | 0.81 | 1.02 | -0.73 | -0.06 | 2.34 |
| Standard Deviation(%) | NA | 19.10 | 21.47 | 23.08 | 30.64 | NA | NA | … | … | 18.46 | 23.83 | 19.71 | 22.89 | 26.66 | 29.74 | 71.94 | 14.82 | 20.03 | 15.28 | 15.93 | 14.44 | 12.70 | 12.78 | 14.68 | 27.28 | 22.02 | 51.43 | 74.78 | 27.03 | 43.64 | 16.88 | 17.47 | 23.96 | 34.53 | 41.89 | 42.16 | 26.00 | 23.97 | 25.49 | 24.07 | 19.53 | 31.21 | 30.35 | 27.02 | 22.27 | 27.43 | 18.70 | 23.83 | 34.90 | 19.21 | 24.52 | 22.45 | 35.01 | 60.12 | 42.04 | 62.32 |
| Draw Down(%) | NA | 13.19 | 19.85 | 23.85 | 58.98 | NA | NA | … | … | 7.67 | 14.22 | 12.05 | 22.37 | 16.16 | 13.15 | 58.98 | 7.99 | 26.45 | 9.25 | 9.26 | 8.07 | 7.94 | 4.73 | 8.69 | 16.07 | 12.06 | 45.28 | 51.47 | 29.53 | 7.69 | 11.63 | 8.97 | 23.71 | 35.42 | 38.06 | 32.25 | 42.74 | 30.48 | 28.92 | 16.00 | 12.16 | 32.58 | 24.68 | 32.39 | 14.49 | 44.89 | 12.50 | 12.89 | 42.33 | 12.91 | 21.08 | 12.25 | 24.24 | 50.61 | 31.19 | 25.60 |
| Yield(%) | 0.00 | 5.64 | 6.61 | 11.60 | 12.42 | 18.95 | 17.49 | … | … | 2.42 | 5.38 | 7.90 | 5.92 | 10.55 | 32.95 | 3.46 | 5.53 | 4.17 | 5.45 | 3.05 | 3.37 | 3.38 | 4.52 | 2.59 | 2.02 | 2.27 | 2.22 | 1.75 | 1.10 | 1.44 | 1.61 | 1.89 | 2.15 | 2.08 | 3.77 | 5.43 | 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFG (American Financial Group, Inc.) |
-18.38%
Sep 1997 – Sep 2000 |
-12.39%
Mar 1998 – Mar 2003 |
-3.29%
Aug 1993 – Aug 2003 |
-2.04%
Jul 1987 – Jul 2002 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFG (American Financial Group, Inc.) |
47.32%
Dec 2003 – Dec 2006 |
32.90%
Feb 2009 – Feb 2014 |
24.09%
Feb 2009 – Feb 2019 |
21.66%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart