Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AFGD (American Financial Group Inc) | -1.78% | 4.94% | 0.92% | -1.15% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/05/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFGD (American Financial Group Inc) | 06/05/2020 | 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 (%) | -0.91 | 4.94 | 0.92 | -1.15 | NA | NA | NA | … | … | -1.78 | 2.36 | -0.78 | 14.45 | -21.81 | 6.66 | 13.34 |
| Sharpe Ratio | NA | 0.29 | -0.03 | -0.23 | NA | NA | NA | … | … | -0.55 | -0.04 | -0.31 | 0.50 | -1.33 | 0.79 | 2.81 |
| Standard Deviation(%) | NA | 9.39 | 14.51 | 15.52 | NA | NA | NA | … | … | 7.29 | 12.93 | 14.33 | 21.72 | 17.52 | 8.41 | 8.64 |
| Draw Down(%) | NA | 11.06 | 19.22 | 27.36 | NA | NA | NA | … | … | 7.51 | 9.52 | 14.20 | 15.20 | 27.29 | 7.41 | 3.58 |
| Yield(%) | 0.00 | 7.02 | 6.07 | 4.97 | 3.24 | 2.16 | 1.62 | … | … | 3.36 | 6.33 | 6.11 | 6.41 | 4.84 | 4.93 | 2.74 |
Data as of 06/03/2026, Common starting date is 06/05/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFGD (American Financial Group Inc) |
-3.89%
Dec 2021 – Dec 2024 |
-1.00%
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 |
|---|---|---|---|---|
| AFGD (American Financial Group Inc) |
8.84%
Oct 2022 – Oct 2025 |
1.87%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart