Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATH-PC (Athene Holding Ltd) | NA | 6.97% | 6.12% | 6.17% | NA | NA | NA | … | … |
Data as of 06/30/2025, Common starting date is 06/05/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATH-PC (Athene Holding Ltd) | 06/05/2020 | 06/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | 6.97 | 6.12 | 6.17 | NA | NA | NA | … | … | 2.94 | 10.25 | 8.25 | -10.63 | 8.04 | 13.05 |
| Sharpe Ratio | NA | 0.63 | 0.20 | 0.33 | NA | NA | NA | … | … | 1.29 | 1.02 | 0.23 | -0.89 | 0.89 | 2.06 |
| Standard Deviation(%) | NA | 4.17 | 13.82 | 12.55 | NA | NA | NA | … | … | 2.35 | 6.52 | 20.39 | 13.53 | 9.05 | 11.52 |
| Draw Down(%) | NA | 1.93 | 16.73 | 19.67 | NA | NA | NA | … | … | 1.00 | 2.53 | 16.60 | 12.44 | 5.26 | 5.29 |
| Yield(%) | 0.00 | 6.40 | 6.27 | 6.27 | 3.12 | 2.08 | 1.56 | … | … | 3.18 | 6.49 | 6.49 | 5.59 | 5.81 | 2.95 |
Data as of 06/30/2025, Common starting date is 06/05/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATH-PC (Athene Holding Ltd) |
1.46%
Jul 2021 – Jul 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 |
|---|---|---|---|---|
| ATH-PC (Athene Holding Ltd) |
5.73%
May 2022 – May 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart