Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AEL-PA (American Equity Investment Life Holding Company) | NA | 21.29% | 2.00% | NA | NA | NA | NA | … | … |
Data as of 07/12/2024, Common starting date is 11/18/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AEL-PA (American Equity Investment Life Holding Company) | 11/18/2019 | 07/12/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.15 | 21.29 | 2.00 | NA | NA | NA | NA | … | … | 17.62 | 15.26 | -22.18 | 11.68 | 7.53 | 0.82 |
| Sharpe Ratio | NA | 1.23 | -0.03 | NA | NA | NA | NA | … | … | 3.00 | 0.43 | -1.09 | 1.15 | 0.09 | 0.82 |
| Standard Deviation(%) | NA | 14.26 | 20.48 | NA | NA | NA | NA | … | … | 10.77 | 26.03 | 21.60 | 10.16 | 79.87 | 7.81 |
| Draw Down(%) | NA | 8.26 | 23.39 | NA | NA | NA | NA | … | … | 3.50 | 17.06 | 22.32 | 4.43 | 63.86 | 2.09 |
| Yield(%) | 0.00 | 6.84 | 5.30 | 5.27 | 2.64 | 1.76 | 1.32 | … | … | 3.40 | 7.25 | 5.41 | 5.80 | 5.87 | 0.00 |
Data as of 07/12/2024, Common starting date is 11/18/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AEL-PA (American Equity Investment Life Holding Company) |
-2.23%
Dec 2019 – Dec 2022 |
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 |
|---|---|---|---|---|
| AEL-PA (American Equity Investment Life Holding Company) |
20.80%
Mar 2020 – Mar 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart