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
AFSC 18.96% 27.28% NA NA NA NA NA
Data as of 06/09/2026, Common starting date is 02/14/2025
More Performance Analytics Comparison
Name Start Date End Date
AFSC 02/14/2025 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) 1.34 27.28 NA NA NA NA NA 18.96 1.54
Sharpe Ratio NA 1.26 NA NA NA NA NA 1.88 -0.05
Standard Deviation(%) NA 18.67 NA NA NA NA NA 20.82 23.22
Draw Down(%) NA 10.28 NA NA NA NA NA 10.28 22.53
Yield(%) 0.00 0.08 0.03 0.02 0.01 0.01 0.00 0.00 0.08
Data as of 06/09/2026, Common starting date is 02/14/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AFSC (AFSC) 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
AFSC (AFSC) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return