Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AXS (AXIS Capital Holdings Limited) | -10.58% | -7.01% | 24.51% | 15.68% | 8.52% | 10.42% | 9.37% | … | … |
Data as of 06/04/2026, Common starting date is 07/01/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AXS (AXIS Capital Holdings Limited) | 07/01/2003 | 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.47 | -7.01 | 24.51 | 15.68 | 8.52 | 10.42 | 9.37 | … | … | -10.58 | 22.96 | 63.90 | 5.57 | 2.63 | 11.82 | -11.94 | 18.26 | 5.75 | -21.75 | 19.08 | 12.55 | 9.93 | 40.53 | 11.54 | -8.16 | 29.64 | 0.57 | -23.45 | 18.91 | 8.77 | 16.76 | -4.85 | 15.20 |
| Sharpe Ratio | NA | -0.38 | 0.92 | 0.51 | 0.26 | NA | NA | … | … | -1.24 | 0.80 | 2.74 | 0.08 | 0.04 | 0.46 | -0.25 | 1.04 | 0.19 | -1.20 | 1.22 | 0.69 | 0.71 | 2.59 | 0.64 | -0.29 | 1.49 | 0.01 | -0.43 | 0.80 | 0.26 | 0.64 | -0.26 | 1.11 |
| Standard Deviation(%) | NA | 22.41 | 23.19 | 24.94 | 26.67 | NA | NA | … | … | 22.03 | 25.13 | 22.02 | 24.81 | 28.80 | 25.73 | 48.94 | 16.19 | 22.94 | 18.82 | 15.49 | 18.08 | 13.92 | 15.63 | 18.10 | 28.48 | 19.82 | 41.65 | 56.81 | 19.87 | 20.37 | 22.59 | 22.64 | 28.70 |
| Draw Down(%) | NA | 16.73 | 16.73 | 18.99 | 49.31 | NA | NA | … | … | 10.97 | 16.73 | 7.54 | 18.54 | 18.99 | 21.78 | 48.86 | 13.16 | 17.22 | 29.38 | 8.20 | 10.84 | 10.89 | 13.18 | 9.81 | 32.10 | 10.12 | 40.33 | 53.40 | 14.95 | 18.34 | 16.32 | 27.36 | 16.76 |
| Yield(%) | 0.00 | 1.69 | 3.32 | 3.31 | 3.00 | 4.55 | 4.82 | … | … | 0.42 | 1.98 | 3.18 | 3.21 | 3.20 | 3.45 | 2.78 | 3.15 | 3.19 | 2.34 | 2.56 | 2.42 | 2.36 | 2.87 | 3.08 | 2.58 | 3.01 | 2.71 | 1.94 | 2.03 | 1.95 | 2.19 | 1.69 | 0.55 |
Data as of 06/04/2026, Common starting date is 07/01/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AXS (AXIS Capital Holdings Limited) |
-15.67%
Apr 2017 – Apr 2020 |
-5.03%
May 2015 – May 2020 |
4.22%
Nov 2013 – Nov 2023 |
4.36%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AXS (AXIS Capital Holdings Limited) |
28.62%
Dec 2022 – Dec 2025 |
26.37%
May 2020 – May 2025 |
12.65%
Feb 2009 – Feb 2019 |
11.68%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart