Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
AON (Aon PLC) -6.46% -10.52% 2.56% 6.67% 12.64% 14.28% 13.06% … …
Data as of 06/05/2026, Common starting date is 06/02/1980
More Performance Analytics Comparison
Name Start Date End Date
AON (Aon PLC) 06/02/1980 06/05/2026
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 1983 1982 1981 1980
Annualized Return (%) 3.95 -10.52 2.56 6.67 12.64 14.28 13.06 … … -6.46 -0.94 24.45 -2.31 0.61 43.39 2.37 44.68 9.64 21.49 22.50 -1.60 14.30 52.45 20.29 2.95 21.83 -14.80 -2.87 36.99 -0.06 54.35 2.14 30.36 -45.13 6.33 -11.99 10.71 -3.85 44.56 27.96 61.56 3.19 -7.35 41.40 19.11 -14.13 50.89 22.40 -13.37 2.05 35.74 -5.28 45.70 15.10 36.17 -2.76
Sharpe Ratio NA -0.66 -0.08 0.12 0.45 NA NA … … -0.86 -0.18 1.07 -0.30 -0.03 1.95 0.05 2.17 0.46 1.71 1.31 -0.09 0.81 2.92 1.22 0.11 1.09 -0.46 -0.11 1.59 -0.14 1.71 0.04 1.00 -0.83 0.13 -0.25 0.22 -0.23 1.81 1.29 3.30 0.01 -0.56 2.00 0.65 -0.72 2.13 0.72 -0.48 -0.11 1.65 -0.43 1.37 0.20 0.86 -0.50
Standard Deviation(%) NA 23.97 21.99 23.16 23.51 NA NA … … 29.41 21.84 19.39 19.90 28.11 22.24 40.04 19.91 17.87 12.24 17.03 18.76 17.72 17.92 16.75 27.31 19.95 32.63 36.17 21.36 24.24 30.38 30.34 29.56 55.75 30.45 65.70 33.24 31.82 22.51 18.65 17.46 18.98 16.88 19.25 23.13 27.06 21.13 24.28 36.39 21.52 18.32 28.82 28.60 35.44 29.72 25.18
Draw Down(%) NA 17.30 23.84 25.38 38.73 NA NA … … 12.22 20.00 17.17 16.19 25.38 12.27 38.73 9.08 16.99 12.30 8.25 15.17 12.40 6.27 13.47 25.72 19.24 22.22 28.03 7.95 24.36 17.23 33.33 22.15 62.48 23.60 50.35 41.06 30.62 11.37 12.14 6.00 14.76 18.43 10.89 14.29 34.30 11.18 16.28 34.46 20.50 16.69 36.78 20.00 25.52 16.94 17.18
Yield(%) 0.00 0.82 0.89 1.03 1.90 3.26 3.99 … … 0.45 0.82 0.92 0.80 0.75 0.97 0.85 1.19 1.19 1.26 1.42 1.22 1.12 1.19 1.32 1.32 1.58 1.33 1.29 1.70 1.61 2.54 2.49 3.07 2.32 2.67 2.23 1.81 1.89 2.06 2.81 4.19 3.26 3.31 4.19 4.56 3.52 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/05/2026, Common starting date is 06/02/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AON (Aon PLC) -19.92%
Dec 1999 – Dec 2002 		-11.47%
Mar 1998 – Mar 2003 		0.47%
May 1999 – May 2009 		3.96%
Jul 1997 – Jul 2012
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AON (Aon PLC) 44.96%
Jun 1995 – Jun 1998 		30.67%
Apr 1994 – Apr 1999 		23.12%
Jun 1988 – Jun 1998 		20.61%
Jun 1982 – Jun 1997
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return