Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AER (AerCap Holdings N.V.) | -4.22% | 19.36% | 34.32% | 19.25% | 13.47% | 17.38% | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/21/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AER (AerCap Holdings N.V.) | 11/21/2006 | 06/05/2026 |
| 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 (%) | -1.76 | 19.36 | 34.32 | 19.25 | 13.47 | 17.38 | NA | … | … | -4.22 | 51.66 | 29.81 | 27.43 | -10.85 | 43.53 | -25.85 | 55.23 | -24.73 | 26.44 | -3.59 | 11.18 | 1.23 | 179.52 | 21.52 | -20.04 | 55.85 | 225.07 | -83.95 | -4.54 | 0.70 |
| Sharpe Ratio | NA | 0.67 | 1.25 | 0.52 | 0.29 | NA | NA | … | … | -0.40 | 1.94 | 1.18 | 0.88 | -0.26 | 1.04 | -0.27 | 2.05 | -1.29 | 1.59 | -0.10 | 0.39 | 0.04 | 4.88 | 0.80 | -0.52 | 1.27 | 2.29 | -0.90 | -0.21 | 0.18 |
| Standard Deviation(%) | NA | 24.87 | 24.82 | 32.42 | 41.94 | NA | NA | … | … | 30.04 | 25.31 | 22.28 | 27.13 | 46.63 | 41.78 | 97.36 | 26.21 | 20.28 | 16.27 | 38.95 | 28.75 | 28.55 | 36.76 | 26.90 | 38.92 | 44.03 | 98.29 | 94.63 | 36.85 | 17.80 |
| Draw Down(%) | NA | 14.77 | 15.66 | 45.14 | 75.86 | NA | NA | … | … | 14.77 | 15.66 | 11.68 | 23.14 | 44.59 | 21.58 | 75.86 | 15.43 | 36.35 | 9.73 | 40.82 | 25.09 | 25.54 | 7.24 | 20.82 | 41.39 | 29.88 | 69.35 | 86.62 | 39.09 | 4.67 |
| Yield(%) | 0.00 | 1.16 | 1.52 | 0.91 | 0.66 | 1.38 | 1.28 | … | … | 0.55 | 1.12 | 1.04 | 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 | 9.32 | 7.51 | 6.30 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/21/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AER (AerCap Holdings N.V.) |
-25.97%
Jun 2007 – Jun 2010 |
-15.11%
Jun 2007 – Jun 2012 |
5.91%
May 2007 – May 2017 |
3.18%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AER (AerCap Holdings N.V.) |
63.53%
Feb 2009 – Feb 2012 |
70.43%
Feb 2009 – Feb 2014 |
31.18%
Feb 2009 – Feb 2019 |
24.73%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart