Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AHL-PD (Aspen Insurance Holdings Limited 5.625% Perpetual Non-Cumulative Preference Shares) | -1.66% | 0.28% | 7.76% | -0.62% | NA | NA | NA | … | … |
Data as of 06/18/2026, Common starting date is 09/15/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AHL-PD (Aspen Insurance Holdings Limited 5.625% Perpetual Non-Cumulative Preference Shares) | 09/15/2016 | 06/18/2026 |
| 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 (%) | -9.34 | 0.28 | 7.76 | -0.62 | NA | NA | NA | … | … | -1.66 | 3.81 | 3.92 | 23.82 | -26.29 | 3.77 | 6.79 | 38.75 | -17.39 | 23.00 | -9.65 |
| Sharpe Ratio | NA | 0.16 | 0.23 | -0.11 | NA | NA | NA | … | … | 0.13 | 0.06 | 0.02 | 0.74 | -1.12 | 0.35 | 0.10 | 3.54 | -1.89 | 2.40 | -1.41 |
| Standard Deviation(%) | NA | 14.62 | 18.62 | 20.68 | NA | NA | NA | … | … | 14.64 | 16.60 | 18.78 | 27.49 | 24.75 | 10.69 | 68.47 | 10.52 | 9.98 | 9.34 | 20.89 |
| Draw Down(%) | NA | 10.31 | 19.50 | 31.60 | NA | NA | NA | … | … | 9.45 | 14.32 | 10.30 | 20.98 | 26.71 | 5.36 | 59.72 | 2.67 | 19.55 | 7.63 | 16.27 |
| Yield(%) | 1.68 | 7.07 | 7.70 | 5.24 | 5.50 | 3.66 | 2.75 | … | … | 3.53 | 6.76 | 6.79 | 7.50 | 5.37 | 5.39 | 5.24 | 6.90 | 5.57 | 6.22 | 1.56 |
Data as of 06/18/2026, Common starting date is 09/15/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AHL-PD (Aspen Insurance Holdings Limited 5.625% Perpetual Non-Cumulative Preference Shares) |
-7.04%
Oct 2020 – Oct 2023 |
-1.31%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AHL-PD (Aspen Insurance Holdings Limited 5.625% Perpetual Non-Cumulative Preference Shares) |
15.42%
Dec 2018 – Dec 2021 |
9.34%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart