Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AOREF (American Overseas Group Ltd) | -5.77% | 101.81% | 87.78% | 32.50% | 4.21% | -1.34% | -11.14% | … | … |
Data as of 06/11/2026, Common starting date is 05/03/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AOREF (American Overseas Group Ltd) | 05/03/2006 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 101.81 | 87.78 | 32.50 | 4.21 | -1.34 | -11.14 | … | … | -5.77 | 271.43 | 133.33 | -25.74 | 8.60 | 200.00 | -69.23 | 62.50 | -24.53 | -62.25 | -19.77 | -45.31 | -7.14 | 14.87 | 76.47 | -7.61 | 87.76 | 32.43 | -92.51 | -65.43 | 5.85 |
| Sharpe Ratio | NA | 1.81 | 1.23 | 0.39 | 0.02 | NA | NA | … | … | -0.66 | 4.44 | 2.45 | -0.30 | 0.17 | 1.78 | -0.25 | 0.84 | -0.22 | -0.76 | -0.68 | -0.88 | -0.01 | 0.49 | 0.90 | -0.11 | 1.34 | 0.17 | -0.51 | -0.72 | 0.24 |
| Standard Deviation(%) | NA | 55.23 | 73.29 | 76.20 | 128.32 | NA | NA | … | … | 23.39 | 62.25 | 52.43 | 99.19 | 41.94 | 247.33 | 279.05 | 72.59 | 119.76 | 83.41 | 29.35 | 51.26 | 654.21 | 30.39 | 85.78 | 66.89 | 65.59 | 190.22 | 181.35 | 95.68 | 23.40 |
| Draw Down(%) | NA | 18.33 | 55.11 | 70.00 | 90.53 | NA | NA | … | … | 18.33 | 18.00 | 4.29 | 55.45 | 29.12 | 66.67 | 75.00 | 25.00 | 56.25 | 64.39 | 26.32 | 56.25 | 99.41 | 18.00 | 49.23 | 58.67 | 31.76 | 86.67 | 94.53 | 71.98 | 10.37 |
| Yield(%) | 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 06/11/2026, Common starting date is 05/03/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AOREF (American Overseas Group Ltd) |
-72.20%
Jun 2006 – Jun 2009 |
-46.98%
May 2007 – May 2012 |
-32.40%
Jun 2007 – Jun 2017 |
-25.81%
Feb 2007 – Feb 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AOREF (American Overseas Group Ltd) |
101.88%
Apr 2009 – Apr 2012 |
70.82%
Apr 2009 – Apr 2014 |
12.27%
Apr 2009 – Apr 2019 |
8.02%
Apr 2009 – Apr 2024 |
Annualized Rolling Returns Comparison Chart