Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AFGC (American Financial Group Inc) | -2.29% | 5.33% | 0.71% | -2.17% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/22/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFGC (American Financial Group Inc) | 01/22/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.10 | 5.33 | 0.71 | -2.17 | NA | NA | NA | … | … | -2.29 | 1.51 | -4.57 | 14.63 | -20.20 | 3.38 | 8.90 |
| Sharpe Ratio | NA | 0.23 | -0.07 | -0.26 | NA | NA | NA | … | … | -0.78 | -0.11 | -0.57 | 0.47 | -0.99 | 0.35 | 0.18 |
| Standard Deviation(%) | NA | 9.53 | 14.59 | 17.06 | NA | NA | NA | … | … | 7.91 | 12.66 | 14.32 | 23.47 | 21.87 | 9.45 | 50.07 |
| Draw Down(%) | NA | 10.57 | 18.85 | 28.43 | NA | NA | NA | … | … | 5.56 | 11.53 | 12.81 | 18.14 | 28.42 | 7.46 | 45.35 |
| Yield(%) | 1.74 | 7.03 | 6.02 | 4.73 | 3.12 | 2.08 | 1.56 | … | … | 3.35 | 6.27 | 5.79 | 6.21 | 4.72 | 4.70 | 4.95 |
Data as of 06/03/2026, Common starting date is 01/22/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFGC (American Financial Group Inc) |
-5.93%
Oct 2020 – Oct 2023 |
-1.96%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFGC (American Financial Group Inc) |
6.82%
Oct 2022 – Oct 2025 |
3.10%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart