Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AOC (Aon Corp) | NA | -8.76% | 4.29% | 14.82% | 3.01% | 9.04% | 8.10% | … | … |
Data as of 11/30/2009, Common starting date is 09/07/1984
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AOC (Aon Corp) | 09/07/1984 | 11/30/2009 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.70 | -8.76 | 4.29 | 14.82 | 3.01 | 9.04 | 8.10 | … | … | -13.94 | -2.87 | 36.99 | -0.07 | 54.33 | 2.17 | 30.33 | -45.15 | 5.73 | -12.00 | 10.34 | -4.43 | 43.19 | 26.05 | 58.38 | 0.67 | -9.50 | 37.75 | 15.52 | -16.70 | 52.77 | 24.24 | -13.39 | 2.05 | 35.72 | 11.72 |
| Sharpe Ratio | NA | -0.37 | 0.09 | 0.43 | 0.03 | NA | NA | … | … | -0.45 | -0.10 | 1.60 | -0.14 | 1.72 | 0.04 | 1.00 | -0.83 | 0.11 | -0.24 | 0.21 | -0.24 | -0.53 | 1.20 | 3.12 | -0.12 | -0.68 | 1.82 | 0.51 | -0.81 | 2.22 | 0.80 | -0.48 | -0.10 | 1.67 | 1.98 |
| Standard Deviation(%) | NA | 35.50 | 31.47 | 29.97 | 43.99 | NA | NA | … | … | 34.00 | 36.17 | 21.36 | 24.24 | 30.38 | 30.33 | 29.55 | 55.75 | 30.48 | 65.69 | 33.23 | 31.79 | 22.49 | 18.63 | 17.45 | 19.09 | 17.03 | 19.23 | 23.11 | 27.07 | 21.16 | 24.27 | 36.41 | 21.53 | 18.32 | 18.31 |
| Draw Down(%) | NA | 22.67 | 30.31 | 30.31 | 66.63 | NA | NA | … | … | 22.23 | 28.04 | 7.95 | 24.36 | 17.23 | 33.33 | 22.15 | 62.49 | 24.02 | 50.36 | 41.06 | 30.71 | 11.51 | 12.84 | 5.99 | 15.22 | 18.92 | 10.88 | 14.29 | 35.70 | 10.93 | 15.94 | 34.46 | 20.49 | 16.68 | 10.11 |
| Yield(%) | 0.00 | 1.39 | 1.68 | 2.84 | 1.84 | 2.11 | 1.61 | … | … | 1.33 | 1.29 | 1.70 | 1.61 | 2.54 | 2.49 | 3.07 | 2.32 | 2.00 | 2.23 | 1.46 | 1.26 | 1.10 | 1.25 | 1.86 | 1.16 | 0.98 | 1.24 | 1.35 | 1.04 | 1.47 | 1.58 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 11/30/2009, Common starting date is 09/07/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AOC (Aon Corp) |
-20.09%
Dec 1999 – Dec 2002 |
-11.72%
Mar 1998 – Mar 2003 |
0.41%
May 1999 – May 2009 |
5.95%
Nov 1989 – Nov 2004 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AOC (Aon Corp) |
43.19%
Jun 1995 – Jun 1998 |
28.99%
Apr 1994 – Apr 1999 |
21.13%
Jun 1988 – Jun 1998 |
15.14%
Dec 1984 – Dec 1999 |
Annualized Rolling Returns Comparison Chart