Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AFNL (Amfin Financial Corp) | 86.44% | 72.78% | 20.74% | 9.05% | 41.17% | 26.91% | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/30/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFNL (Amfin Financial Corp) | 01/30/2008 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.30 | 72.78 | 20.74 | 9.05 | 41.17 | 26.91 | NA | … | … | 86.44 | -4.32 | 0.00 | -7.50 | -22.48 | 109.76 | 13.89 | 730.77 | 43.65 | -7.93 | -0.41 | -0.50 | -1.29 | 0.50 | 86.57 | 168.00 | -94.12 | -78.06 | -97.94 |
| Sharpe Ratio | NA | 1.60 | 0.56 | 0.19 | 0.58 | NA | NA | … | … | 5.72 | -0.45 | -0.27 | -0.56 | -0.48 | 1.73 | 0.16 | 5.08 | 0.43 | -0.39 | -0.02 | -0.03 | -0.03 | 0.01 | 0.76 | 1.32 | -0.40 | -0.23 | -0.37 |
| Standard Deviation(%) | NA | 50.24 | 33.03 | 37.72 | 70.03 | NA | NA | … | … | 74.74 | 16.06 | 24.28 | 21.08 | 49.70 | 63.31 | 85.29 | 143.67 | 99.24 | 22.00 | 26.66 | 17.87 | 49.92 | 36.63 | 114.88 | 127.34 | 237.05 | 343.74 | 269.36 |
| Draw Down(%) | NA | 19.40 | 19.40 | 50.88 | 52.38 | NA | NA | … | … | 19.40 | 11.84 | 11.06 | 20.23 | 42.86 | 44.70 | 40.74 | 19.13 | 44.75 | 19.05 | 18.10 | 12.27 | 11.82 | 16.67 | 46.45 | 51.69 | 94.12 | 97.56 | 98.54 |
| Yield(%) | 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 01/30/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFNL (Amfin Financial Corp) |
-93.30%
Feb 2008 – Feb 2011 |
-72.83%
Feb 2008 – Feb 2013 |
-48.49%
Feb 2008 – Feb 2018 |
-21.11%
Mar 2008 – Mar 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFNL (Amfin Financial Corp) |
268.17%
Nov 2018 – Nov 2021 |
103.54%
Nov 2018 – Nov 2023 |
60.59%
Feb 2011 – Feb 2021 |
42.31%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart