Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AHL-PC (Aspen Insurance Holdings Limited 5.95% Fixed-to-Floating Rate Perpetual Non-Cumulative Preference Shares) | NA | 8.81% | 5.45% | 4.46% | 6.25% | NA | NA | … | … |
Data as of 01/02/2025, Common starting date is 05/08/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AHL-PC (Aspen Insurance Holdings Limited 5.95% Fixed-to-Floating Rate Perpetual Non-Cumulative Preference Shares) | 05/08/2013 | 01/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.20 | 8.81 | 5.45 | 4.46 | 6.25 | NA | NA | … | … | 0.00 | 9.20 | 16.94 | -8.02 | 8.81 | -0.42 | 30.13 | -12.05 | 13.71 | 3.67 | 8.20 | 18.15 | -10.76 |
| Sharpe Ratio | NA | 0.31 | 0.10 | 0.08 | 0.24 | NA | NA | … | … | NA | 0.36 | 0.82 | -0.53 | 0.92 | -0.01 | 2.34 | -1.56 | 1.41 | 0.34 | 1.16 | 2.56 | -1.19 |
| Standard Deviation(%) | NA | 7.23 | 14.31 | 25.95 | 19.58 | NA | NA | … | … | 0.00 | 7.23 | 15.62 | 17.89 | 9.53 | 51.56 | 12.26 | 8.62 | 9.30 | 10.19 | 7.04 | 7.09 | 13.54 |
| Draw Down(%) | NA | 5.36 | 15.82 | 48.06 | 48.06 | NA | NA | … | … | 0.00 | 5.36 | 8.50 | 15.82 | 4.60 | 48.06 | 5.42 | 15.69 | 6.11 | 14.55 | 4.21 | 3.12 | 12.64 |
| Yield(%) | 0.00 | 9.65 | 7.26 | 6.22 | 6.36 | 4.72 | 3.54 | … | … | 0.00 | 9.65 | 8.37 | 5.51 | 5.78 | 5.22 | 6.45 | 5.47 | 5.80 | 5.76 | 5.79 | 6.53 | 3.70 |
Data as of 01/02/2025, Common starting date is 05/08/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AHL-PC (Aspen Insurance Holdings Limited 5.95% Fixed-to-Floating Rate Perpetual Non-Cumulative Preference Shares) |
-2.00%
Mar 2017 – Mar 2020 |
0.68%
Aug 2017 – Aug 2022 |
5.65%
Jun 2013 – Jun 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AHL-PC (Aspen Insurance Holdings Limited 5.95% Fixed-to-Floating Rate Perpetual Non-Cumulative Preference Shares) |
13.95%
Aug 2013 – Aug 2016 |
8.68%
Dec 2018 – Dec 2023 |
7.23%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart