Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AXS-PE (AXIS Capital Holdings Limited) | -0.58% | 2.81% | 2.90% | 0.92% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/03/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AXS-PE (AXIS Capital Holdings Limited) | 11/03/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.56 | 2.81 | 2.90 | 0.92 | NA | NA | NA | … | … | -0.58 | 3.96 | 4.43 | 13.88 | -17.50 | 2.97 | 6.19 | 30.00 | -11.77 | 24.41 | -11.28 |
| Sharpe Ratio | NA | 0.35 | 0.10 | -0.11 | NA | NA | NA | … | … | -0.48 | 0.10 | 0.06 | 0.55 | -1.12 | 0.82 | 0.16 | 3.43 | -1.57 | 3.74 | -2.25 |
| Standard Deviation(%) | NA | 6.98 | 12.83 | 13.82 | NA | NA | NA | … | … | 6.34 | 11.25 | 13.29 | 18.62 | 16.98 | 3.60 | 36.41 | 8.32 | 8.41 | 6.37 | 24.09 |
| Draw Down(%) | NA | 7.03 | 13.06 | 20.60 | NA | NA | NA | … | … | 4.95 | 6.72 | 10.46 | 16.12 | 20.60 | 2.85 | 37.22 | 2.77 | 15.68 | 2.05 | 15.14 |
| Yield(%) | 0.00 | 6.78 | 6.32 | 5.40 | 5.39 | 3.59 | 2.69 | … | … | 1.71 | 6.55 | 6.51 | 6.96 | 5.45 | 5.33 | 5.27 | 6.32 | 5.44 | 7.77 | 1.37 |
Data as of 06/04/2026, Common starting date is 11/03/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AXS-PE (AXIS Capital Holdings Limited) |
-3.38%
Dec 2019 – Dec 2022 |
0.65%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AXS-PE (AXIS Capital Holdings Limited) |
12.58%
Dec 2016 – Dec 2019 |
9.31%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart