Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AOGFX (AOG Institutional Fund Class I) | 3.46% | 9.28% | NA | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 08/25/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AOGFX (AOG Institutional Fund Class I) | 08/25/2023 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.06 | 9.28 | NA | NA | NA | NA | NA | … | … | 3.46 | 10.47 | 6.98 | 3.66 |
| Sharpe Ratio | NA | 2.69 | NA | NA | NA | NA | NA | … | … | 2.23 | 3.57 | 1.09 | 3.31 |
| Standard Deviation(%) | NA | 2.44 | NA | NA | NA | NA | NA | … | … | 2.45 | 2.13 | 3.07 | 2.16 |
| Draw Down(%) | NA | 0.59 | NA | NA | NA | NA | NA | … | … | 0.18 | 0.59 | 2.10 | 0.13 |
| Yield(%) | 0.00 | 2.87 | 3.13 | 1.88 | 0.94 | 0.63 | 0.47 | … | … | 0.00 | 3.73 | 4.74 | 0.55 |
Data as of 06/10/2026, Common starting date is 08/25/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AOGFX (AOG Institutional Fund Class I) |
0.00%
NA |
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 |
|---|---|---|---|---|
| AOGFX (AOG Institutional Fund Class I) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart