Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AOECF (Aferian Plc) | NA | -50.00% | -68.37% | -53.10% | -30.93% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AOECF (Aferian Plc) | 06/19/2012 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -50.00 | -68.37 | -53.10 | -30.93 | NA | NA | … | … | 0.00 | -70.59 | -89.24 | 3.24 | 3.75 | -29.40 | 3.27 | 0.00 | 0.00 | 0.00 | 59.46 | -1.33 | 67.09 | 44.79 |
| Sharpe Ratio | NA | -0.76 | -0.43 | -0.42 | -0.35 | NA | NA | … | … | 0.00 | -0.49 | -0.38 | 0.88 | 1.69 | -0.79 | 0.74 | 0.00 | 0.00 | 0.00 | 2.10 | -1.01 | 1.60 | 2.31 |
| Standard Deviation(%) | NA | 69.59 | 168.69 | 131.94 | 93.17 | NA | NA | … | … | NA | 156.92 | 247.03 | 2.12 | 2.21 | 37.27 | 2.51 | NA | NA | NA | 28.30 | 1.34 | 42.04 | 44.02 |
| Draw Down(%) | NA | 50.00 | 96.84 | 97.73 | 97.73 | NA | NA | … | … | 0.00 | 70.59 | 89.24 | 0.00 | 0.00 | 33.05 | 0.00 | 0.00 | 0.00 | 0.00 | 0.48 | 1.33 | 11.81 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.92 | 1.32 | 3.36 | 2.52 | … | … | 0.00 | 0.00 | 0.00 | 3.16 | 3.70 | 5.38 | 3.25 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/26/2025, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AOECF (Aferian Plc) |
-68.30%
Aug 2022 – Aug 2025 |
-53.10%
Apr 2020 – Apr 2025 |
-30.09%
Feb 2015 – Feb 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AOECF (Aferian Plc) |
49.70%
Jul 2012 – Jul 2015 |
30.65%
Jul 2012 – Jul 2017 |
11.44%
Aug 2012 – Aug 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart