Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AIR (AAR Corp.) | 39.55% | 76.87% | 30.62% | 22.77% | 17.03% | 11.38% | 8.96% | … | … |
Data as of 06/04/2026, Common starting date is 07/19/1984
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AIR (AAR Corp.) | 07/19/1984 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.49 | 76.87 | 30.62 | 22.77 | 17.03 | 11.38 | 8.96 | … | … | 39.55 | 38.82 | -3.21 | 38.98 | 15.04 | 7.76 | -19.25 | 21.73 | -4.31 | 19.88 | 27.24 | -4.31 | 0.32 | 51.99 | -0.73 | -29.54 | 19.54 | 24.82 | -51.59 | 30.28 | 21.88 | 75.84 | -8.90 | 190.29 | -42.38 | -27.06 | -27.81 | -23.51 | -6.11 | 30.07 | 40.67 | 69.67 | -4.64 | 28.04 | -9.69 | 21.73 | -67.26 | 47.59 | 34.20 | 22.43 | 38.24 | 43.52 | -8.75 |
| Sharpe Ratio | NA | 1.96 | 0.70 | 0.55 | 0.33 | NA | NA | … | … | 2.34 | 0.91 | -0.30 | 1.25 | 0.39 | 0.21 | -0.19 | 0.61 | -0.16 | 0.81 | 0.76 | -0.14 | 0.01 | 1.71 | -0.02 | -0.65 | 0.43 | 0.46 | -0.69 | 0.76 | 0.53 | 1.86 | -0.24 | 2.73 | -0.58 | -0.46 | -0.50 | -0.61 | -0.24 | 1.20 | 1.14 | 2.49 | -0.32 | 1.00 | -0.46 | 0.41 | -1.38 | 1.49 | 0.88 | 0.39 | 0.96 | 1.28 | -0.83 |
| Standard Deviation(%) | NA | 40.04 | 36.82 | 35.40 | 45.55 | NA | NA | … | … | 46.94 | 40.08 | 33.20 | 28.05 | 35.12 | 36.49 | 101.02 | 33.49 | 34.98 | 23.79 | 35.68 | 30.90 | 33.35 | 30.31 | 41.60 | 45.37 | 44.75 | 53.70 | 75.44 | 36.18 | 35.26 | 39.57 | 41.54 | 69.44 | 74.81 | 64.26 | 63.35 | 44.12 | 38.56 | 22.07 | 32.24 | 26.45 | 23.89 | 25.72 | 25.97 | 43.64 | 52.43 | 28.09 | 33.35 | 47.36 | 35.38 | 30.00 | 30.07 |
| Draw Down(%) | NA | 19.92 | 35.72 | 35.72 | 81.77 | NA | NA | … | … | 19.92 | 32.75 | 24.45 | 13.67 | 33.20 | 29.36 | 79.82 | 23.65 | 30.12 | 10.60 | 27.74 | 43.84 | 26.06 | 17.79 | 55.54 | 51.72 | 41.20 | 46.17 | 72.73 | 18.24 | 32.76 | 20.63 | 46.11 | 39.24 | 76.44 | 58.42 | 62.31 | 36.90 | 43.56 | 18.22 | 22.22 | 13.40 | 28.62 | 12.90 | 28.71 | 35.76 | 73.85 | 11.72 | 20.55 | 43.29 | 18.71 | 23.28 | 30.64 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.48 | 0.71 | 0.60 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.33 | 0.80 | 0.76 | 0.90 | 1.16 | 1.10 | 1.10 | 1.55 | 1.52 | 0.78 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.82 | 2.27 | 1.94 | 1.49 | 1.09 | 1.64 | 2.21 | 3.66 | 3.31 | 4.04 | 3.59 | 4.36 | 1.33 | 1.81 | 2.03 | 1.92 | 1.68 | 2.85 | 1.17 |
Data as of 06/04/2026, Common starting date is 07/19/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIR (AAR Corp.) |
-41.80%
Feb 2000 – Feb 2003 |
-31.46%
Mar 1998 – Mar 2003 |
-6.75%
Jun 1998 – Jun 2008 |
-7.09%
Apr 1988 – Apr 2003 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIR (AAR Corp.) |
96.04%
Mar 2003 – Mar 2006 |
52.31%
Oct 2002 – Oct 2007 |
19.04%
Feb 2016 – Feb 2026 |
18.48%
Mar 2003 – Mar 2018 |
Annualized Rolling Returns Comparison Chart