Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AHL-PE (Aspen Insurance Holdings Limited) | -0.18% | 3.98% | 8.23% | 0.64% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 08/08/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AHL-PE (Aspen Insurance Holdings Limited) | 08/08/2019 | 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 (%) | -1.91 | 3.98 | 8.23 | 0.64 | NA | NA | NA | … | … | -0.18 | 9.50 | 5.71 | 16.93 | -25.47 | 3.67 | 6.42 | 6.96 |
| Sharpe Ratio | NA | 0.21 | 0.28 | -0.09 | NA | NA | NA | … | … | -0.21 | 0.44 | 0.12 | 0.52 | -1.15 | 0.41 | 0.08 | 2.43 |
| Standard Deviation(%) | NA | 13.12 | 17.34 | 19.39 | NA | NA | NA | … | … | 12.03 | 15.51 | 18.08 | 25.83 | 23.47 | 8.98 | 80.97 | 7.11 |
| Draw Down(%) | NA | 9.46 | 19.26 | 32.53 | NA | NA | NA | … | … | 8.78 | 13.40 | 13.61 | 24.21 | 26.67 | 3.80 | 59.30 | 2.82 |
| Yield(%) | 0.00 | 7.00 | 7.41 | 5.33 | 3.81 | 2.54 | 1.91 | … | … | 1.75 | 7.03 | 7.14 | 7.71 | 5.45 | 5.44 | 6.36 | 2.14 |
Data as of 06/10/2026, Common starting date is 08/08/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AHL-PE (Aspen Insurance Holdings Limited) |
-8.53%
Oct 2020 – Oct 2023 |
0.33%
Dec 2019 – Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AHL-PE (Aspen Insurance Holdings Limited) |
11.24%
Oct 2022 – Oct 2025 |
6.32%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart