Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AMERICAN FINANCIAL GROUP 401K RETIREMENT AND SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 25.96% | 6.83% | 10.13% | 8.11% | 9.30% | 9.54% | 9.60% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMERICAN FINANCIAL GROUP 401K RETIREMENT AND SAVINGS PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.31 | 25.96 | 6.83 | 10.13 | 8.11 | 9.30 | 9.54 | 9.60 | NA | 15.92 | 15.72 | -8.52 | 10.44 | 17.14 | 17.81 | -3.92 | 12.34 | 8.51 | -0.22 | 7.74 | 16.74 | 12.45 | 3.28 | 16.64 | 18.27 | -1.05 | 10.90 | 13.44 | 8.53 | 11.53 | 21.79 | 4.21 | -0.35 |
| Sharpe Ratio | NA | 1.07 | 0.36 | 0.55 | 0.61 | NA | NA | 0.83 | 0.05 | 0.92 | 1.40 | -0.79 | 1.01 | 0.85 | 2.23 | -0.50 | 2.82 | 1.06 | -0.03 | 1.01 | 2.24 | 1.58 | 0.22 | 1.43 | 1.93 | -0.32 | 0.77 | 1.30 | 0.97 | 1.25 | 2.84 | 0.59 | -0.36 |
| Standard Deviation(%) | NA | 10.13 | 10.48 | 12.93 | 10.76 | NA | NA | 9.64 | 11.26 | 10.18 | 8.20 | 12.57 | 10.29 | 19.99 | 7.36 | 10.45 | 4.15 | 7.86 | 8.99 | 7.61 | 7.45 | 7.83 | 14.79 | 11.54 | 9.42 | 6.26 | 10.23 | 7.82 | 6.57 | 8.46 | 7.42 | 5.26 | 7.39 |
| Draw Down(%) | NA | 6.23 | 13.36 | 21.26 | 21.26 | NA | NA | 21.26 | 0.97 | 6.23 | 6.11 | 14.32 | 6.63 | 21.26 | 3.60 | 14.15 | 1.73 | 5.91 | 8.26 | 4.48 | 5.12 | 5.48 | 12.18 | 8.03 | 4.33 | 7.80 | 6.75 | 9.44 | 4.09 | 6.85 | 3.73 | 2.93 | 9.58 |
| Yield(%) | NA | 2.22 | 1.97 | 2.12 | 1.99 | NA | NA | 0.00 | NA | 1.19 | 2.10 | 1.88 | 1.42 | 2.98 | 2.19 | 1.43 | 2.29 | 2.04 | 1.63 | 1.79 | 1.73 | 3.99 | 2.07 | 3.62 | 4.63 | 4.26 | 3.99 | 4.62 | 3.45 | 2.94 | 3.50 | 5.45 | 8.46 |
Data as of 10/31/2024, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMERICAN FINANCIAL GROUP 401K RETIREMENT AND SAVINGS PLAN Tactical Asset Allocation Moderate |
3.91%
Mar 2017 - Mar 2020 |
4.04%
Mar 2015 - Mar 2020 |
6.52%
Oct 2013 - Oct 2023 |
7.75%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMERICAN FINANCIAL GROUP 401K RETIREMENT AND SAVINGS PLAN Tactical Asset Allocation Moderate |
15.08%
Dec 2018 - Dec 2021 |
14.26%
Feb 2009 - Feb 2014 |
11.74%
Apr 2001 - Apr 2011 |
10.67%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart