Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATH-PB (Athene Holding Ltd) | -4.74% | 2.35% | 4.61% | -0.93% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/18/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATH-PB (Athene Holding Ltd) | 09/18/2019 | 06/10/2026 |
| 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 (%) | -0.74 | 2.35 | 4.61 | -0.93 | NA | NA | NA | … | … | -4.74 | 3.74 | 2.52 | 15.48 | -22.50 | 6.78 | 8.78 | 5.21 |
| Sharpe Ratio | NA | 0.03 | 0.06 | -0.17 | NA | NA | NA | … | … | -0.90 | 0.06 | -0.07 | 0.44 | -1.09 | 0.71 | 0.13 | 2.40 |
| Standard Deviation(%) | NA | 11.07 | 16.27 | 18.90 | NA | NA | NA | … | … | 12.10 | 14.01 | 16.55 | 27.19 | 22.05 | 9.55 | 64.44 | 7.64 |
| Draw Down(%) | NA | 15.96 | 18.48 | 28.29 | NA | NA | NA | … | … | 9.26 | 13.80 | 14.51 | 21.70 | 22.69 | 5.72 | 54.59 | 4.23 |
| Yield(%) | 0.00 | 7.14 | 6.99 | 5.16 | 3.63 | 2.42 | 1.82 | … | … | 1.74 | 6.80 | 6.58 | 6.98 | 5.18 | 5.23 | 5.33 | 1.54 |
Data as of 06/10/2026, Common starting date is 09/18/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATH-PB (Athene Holding Ltd) |
-3.87%
Oct 2020 – Oct 2023 |
-0.51%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATH-PB (Athene Holding Ltd) |
7.87%
Oct 2022 – Oct 2025 |
6.38%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart