Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AFGB (American Financial Group Inc) | -2.30% | 4.43% | 1.07% | -0.37% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/10/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFGB (American Financial Group Inc) | 09/10/2020 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.05 | 4.43 | 1.07 | -0.37 | NA | NA | NA | … | … | -2.30 | 2.35 | -0.22 | 13.77 | -11.71 | -0.96 | 6.24 |
| Sharpe Ratio | NA | 0.27 | -0.13 | -0.19 | NA | NA | NA | … | … | -0.84 | -0.05 | -0.34 | 0.48 | -0.78 | -0.10 | 2.15 |
| Standard Deviation(%) | NA | 7.68 | 12.03 | 14.34 | NA | NA | NA | … | … | 7.89 | 9.81 | 11.21 | 21.15 | 16.86 | 10.09 | 10.03 |
| Draw Down(%) | NA | 8.56 | 14.84 | 21.97 | NA | NA | NA | … | … | 5.63 | 8.80 | 9.85 | 15.36 | 19.45 | 8.40 | 2.96 |
| Yield(%) | 0.00 | 6.92 | 6.05 | 5.11 | 3.03 | 2.02 | 1.52 | … | … | 1.69 | 6.42 | 6.19 | 6.45 | 5.46 | 5.13 | 2.64 |
Data as of 06/10/2026, Common starting date is 09/10/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFGB (American Financial Group Inc) |
-1.33%
Oct 2020 – Oct 2023 |
0.32%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFGB (American Financial Group Inc) |
7.93%
Oct 2022 – Oct 2025 |
2.27%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart