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
AAN (The Aaron’s Company Inc.) NA 8.87% -25.42% -28.20% -7.07% -1.20% -0.77%
Data as of 10/03/2024, Common starting date is 11/04/1982
More Performance Analytics Comparison
Name Start Date End Date
AAN (The Aaron’s Company Inc.) 11/04/1982 10/03/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 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
Annualized Return (%) 0.60 8.87 -25.42 -28.20 -7.07 -1.20 -0.77 -2.82 -4.74 -50.03 31.93 -66.80 35.81 5.52 24.57 42.88 -26.76 3.98 3.96 6.00 30.85 35.93 2.51 27.17 -34.57 36.05 -13.05 80.91 21.11 69.63 0.47 -26.37 22.18 -14.64 25.00 55.56 41.18 2.00 31.58 65.22 29.58 -15.48 3.70 44.64 -54.10 -11.59 0.00 -5.48 42.21 -6.10
Sharpe Ratio NA 0.05 -0.51 -0.40 -0.14 NA NA -0.20 -0.15 -0.91 0.55 -0.54 1.05 0.12 0.63 1.12 -0.62 0.14 0.22 0.22 0.78 0.95 0.05 0.45 -1.13 1.16 -0.46 2.60 0.91 1.27 -0.08 -1.45 0.44 -0.43 0.42 1.17 1.10 -0.02 0.40 1.24 0.52 -0.54 -0.04 0.80 -1.19 -0.50 -0.15 -0.29 1.26 -1.23
Standard Deviation(%) NA 58.28 58.00 75.29 59.44 NA NA 52.86 61.59 56.66 57.72 124.34 32.75 36.44 38.47 38.18 43.39 27.55 18.05 27.18 39.46 37.88 44.67 57.48 33.24 28.35 32.98 30.71 22.52 53.75 24.63 21.04 42.85 41.39 50.39 43.95 34.08 42.25 73.13 50.19 49.02 37.98 45.93 49.82 48.78 31.65 34.48 41.26 28.47 31.78
Draw Down(%) NA 41.10 76.32 90.49 90.49 NA NA 39.76 56.63 67.38 40.68 76.46 27.91 28.67 27.56 23.19 46.27 35.18 12.81 14.89 22.46 33.33 36.06 40.27 39.75 21.32 29.64 15.09 17.90 32.30 24.24 27.85 25.00 55.05 29.46 22.31 10.34 29.37 25.00 18.97 26.09 38.30 36.97 21.28 62.86 29.11 31.52 28.21 43.69 13.64
Yield(%) 0.00 5.09 1.72 0.57 0.72 0.83 0.64 3.31 4.22 1.79 2.13 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 10/03/2024, Common starting date is 11/04/1982
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AAN (The Aaron's Company Inc.) -47.57%
Oct 2019 – Oct 2022
-32.68%
Apr 2019 – Apr 2024
-12.56%
Apr 2014 – Apr 2024
-6.26%
Apr 2009 – Apr 2024
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AAN (The Aaron's Company Inc.) 54.90%
Dec 2001 – Dec 2004
47.90%
May 1991 – May 1996
25.89%
Dec 1987 – Dec 1997
24.71%
Apr 1991 – Apr 2006
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return