Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AEL-PB (American Equity Investment Life Holding Company) | NA | 11.23% | 2.72% | NA | NA | NA | NA | … | … |
Data as of 07/12/2024, Common starting date is 06/11/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AEL-PB (American Equity Investment Life Holding Company) | 06/11/2020 | 07/12/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.85 | 11.23 | 2.72 | NA | NA | NA | NA | … | … | 0.73 | 10.27 | -14.56 | 9.24 | 14.03 |
| Sharpe Ratio | NA | 0.00 | -0.20 | NA | NA | NA | NA | … | … | -0.23 | 0.27 | -0.99 | 0.97 | 2.08 |
| Standard Deviation(%) | NA | 12.89 | 16.85 | NA | NA | NA | NA | … | … | 10.17 | 22.15 | 16.21 | 9.47 | 12.70 |
| Draw Down(%) | NA | 8.08 | 19.04 | NA | NA | NA | NA | … | … | 5.58 | 15.87 | 16.23 | 3.51 | 4.48 |
| Yield(%) | 0.00 | 6.89 | 5.90 | 5.33 | 2.67 | 1.78 | 1.33 | … | … | 3.33 | 7.21 | 5.92 | 6.17 | 3.07 |
Data as of 07/12/2024, Common starting date is 06/11/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AEL-PB (American Equity Investment Life Holding Company) |
1.99%
May 2021 – May 2024 |
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 |
|---|---|---|---|---|
| AEL-PB (American Equity Investment Life Holding Company) |
4.57%
Jan 2021 – Jan 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart