Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AFGH (American Financial Group Inc. 6% SUB DEB 2055) | NA | 3.52% | 4.59% | NA | NA | NA | NA | … | … |
Data as of 11/13/2020, Common starting date is 11/23/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFGH (American Financial Group Inc. 6% SUB DEB 2055) | 11/23/2015 | 11/13/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.52 | 4.59 | NA | NA | NA | NA | … | … | 0.88 | 12.30 | -2.58 | 7.83 | -2.61 | 2.84 |
| Sharpe Ratio | NA | 0.04 | 0.13 | NA | NA | NA | NA | … | … | 0.02 | 1.37 | -0.46 | 0.59 | -0.25 | 3.57 |
| Standard Deviation(%) | NA | 40.09 | 24.15 | NA | NA | NA | NA | … | … | 42.83 | 8.01 | 8.47 | 12.26 | 11.41 | 8.71 |
| Draw Down(%) | NA | 34.49 | 34.49 | NA | NA | NA | NA | … | … | 34.49 | 2.86 | 8.44 | 6.35 | 14.87 | 2.07 |
| Yield(%) | 0.00 | 5.77 | 5.68 | 4.21 | 2.10 | 1.40 | 1.05 | … | … | 5.68 | 5.99 | 5.80 | 2.95 | 0.00 | 0.00 |
Data as of 11/13/2020, Common starting date is 11/23/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFGH (American Financial Group Inc. 6% SUB DEB 2055) |
1.26%
Dec 2015 – Dec 2018 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFGH (American Financial Group Inc. 6% SUB DEB 2055) |
6.93%
Nov 2016 – Nov 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart