Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATH-PA (Athene Holding Ltd) | 1.93% | 9.15% | 11.80% | 3.14% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/11/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATH-PA (Athene Holding Ltd) | 06/11/2019 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.04 | 9.15 | 11.80 | 3.14 | NA | NA | NA | … | … | 1.93 | 8.48 | 15.63 | 12.69 | -22.48 | 6.86 | 10.83 | 12.20 |
| Sharpe Ratio | NA | 1.19 | 0.76 | 0.03 | NA | NA | NA | … | … | 0.24 | 0.54 | 0.84 | 0.36 | -1.21 | 0.72 | 0.18 | 2.30 |
| Standard Deviation(%) | NA | 7.33 | 13.59 | 16.78 | NA | NA | NA | … | … | 6.60 | 10.57 | 14.33 | 25.34 | 19.87 | 9.52 | 59.93 | 9.36 |
| Draw Down(%) | NA | 5.32 | 13.17 | 28.79 | NA | NA | NA | … | … | 4.69 | 9.23 | 7.22 | 22.89 | 22.48 | 7.41 | 54.27 | 4.57 |
| Yield(%) | 0.00 | 6.58 | 7.37 | 5.44 | 4.27 | 2.84 | 2.13 | … | … | 1.60 | 6.46 | 6.96 | 7.23 | 5.38 | 5.51 | 6.50 | 3.42 |
Data as of 06/04/2026, Common starting date is 06/11/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATH-PA (Athene Holding Ltd) |
-2.81%
Dec 2019 – Dec 2022 |
2.62%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATH-PA (Athene Holding Ltd) |
12.91%
May 2023 – May 2026 |
8.05%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart