Performance analysis of Athene (ATH-P-A)
Annual Return
Over the past 3 years, ATH-P-A has had an average annual return of +11.74%, underperforming the benchmark SPY, which returned +18.95% annual.
Over the past 5 years, ATH-P-A has had an average annual return of +2.34%, underperforming the benchmark SPY, which returned +12.38% annual.
Since Jun 6, 2019, ATH-P-A has had an average annual return of +5.53%, underperforming the benchmark SPY, which returned +16.02% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.53% | +7.65% | +15.64% | +12.58% | -22.46% | +6.84% | +10.10% | +14.23% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.73% | -1.61% | -1.44% | +3.05% | +0.99% | -0.06% | -1.03% | +0.53% | |||||
| 2025 | +0.94% | +2.32% | -1.75% | -3.65% | -0.43% | +5.27% | +2.98% | -0.08% | +3.94% | -1.96% | -0.88% | +1.07% | +7.65% |
| 2024 | +5.78% | +3.53% | -1.60% | -1.34% | +3.06% | +1.21% | +0.54% | +2.48% | +1.53% | +0.93% | +2.51% | -3.65% | +15.64% |
| 2023 | +18.74% | -2.90% | -10.48% | -0.28% | -3.82% | +2.64% | +1.86% | +3.27% | -0.23% | -2.40% | +12.77% | -4.06% | +12.58% |
| 2022 | -5.79% | -2.55% | -0.85% | -3.82% | +2.91% | -4.53% | +9.07% | -8.84% | +1.32% | -2.34% | +3.39% | -11.39% | -22.46% |
| 2021 | -1.92% | -5.17% | +7.25% | -0.60% | +2.35% | +2.04% | +1.19% | -0% | +1.04% | +0.77% | -4.69% | +5.05% | +6.84% |
| 2020 | +1.24% | -4.33% | -15.44% | +6.82% | +3.59% | -1.41% | +6.89% | +2.34% | +2.20% | -0.26% | +4.89% | +5.36% | +10.10% |
| 2019 | +3.41% | +3.48% | +4.07% | +0.75% | -0.11% | -2.18% | +4.19% | +14.23% |
Drawdown analysis of Athene (ATH-P-A)
The maximum drawdown for the ATH-P-A was -54.13%, occurring on Mar 19, 2020. Recovery took 161 trading sessions.
The current ATH-P-A drawdown is -1.97%.
Since Jun 6, 2019 ATH-P-A has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -54.13% | Feb 20, 2020 | 20 | Mar 19, 2020 | 161 | Nov 5, 2020 | 181 |
| -28.84% | Nov 5, 2021 | 374 | May 4, 2023 | 329 | Aug 26, 2024 | 703 |
| -9.23% | Mar 19, 2025 | 13 | Apr 7, 2025 | 58 | Jul 1, 2025 | 71 |
| -7.41% | Jan 20, 2021 | 25 | Feb 25, 2021 | 29 | Apr 8, 2021 | 54 |
| -5.51% | Nov 29, 2024 | 17 | Dec 24, 2024 | 56 | Mar 19, 2025 | 73 |
| -5.32% | Oct 6, 2025 | 105 | Mar 9, 2026 | 81 | Jul 6, 2026 | 186 |
| -4.58% | Aug 30, 2019 | 9 | Sep 13, 2019 | 7 | Sep 24, 2019 | 16 |
| -3.36% | Dec 31, 2020 | 6 | Jan 11, 2021 | 6 | Jan 20, 2021 | 12 |
| -3.10% | Oct 14, 2019 | 19 | Nov 8, 2019 | 23 | Dec 12, 2019 | 42 |
| -2.93% | Nov 5, 2024 | 5 | Nov 12, 2024 | 12 | Nov 29, 2024 | 17 |
| -2.61% | Sep 22, 2021 | 4 | Sep 28, 2021 | 24 | Nov 1, 2021 | 28 |
| -2.15% | Oct 16, 2024 | 5 | Oct 23, 2024 | 9 | Nov 5, 2024 | 14 |
| -2.03% | Sep 25, 2024 | 4 | Oct 1, 2024 | 10 | Oct 15, 2024 | 14 |
| -1.97% | Jul 7, 2026 | 12 | Jul 23, 2026 | Ongoing | Ongoing | Ongoing |
| -1.93% | May 7, 2021 | 3 | May 12, 2021 | 12 | May 28, 2021 | 15 |
| -1.87% | Jan 23, 2020 | 3 | Jan 28, 2020 | 16 | Feb 20, 2020 | 19 |
| -1.83% | Jul 31, 2019 | 4 | Aug 6, 2019 | 11 | Aug 21, 2019 | 15 |
| -1.81% | Nov 9, 2020 | 5 | Nov 16, 2020 | 13 | Dec 4, 2020 | 18 |
| -1.78% | Jul 12, 2021 | 5 | Jul 19, 2021 | 11 | Aug 3, 2021 | 16 |
| -1.77% | Aug 28, 2024 | 2 | Aug 30, 2024 | 6 | Sep 10, 2024 | 8 |
| -1.66% | Apr 8, 2021 | 6 | Apr 16, 2021 | 7 | Apr 27, 2021 | 13 |
| -1.66% | Jul 3, 2025 | 12 | Jul 22, 2025 | 5 | Jul 29, 2025 | 17 |
| -1.57% | Sep 5, 2025 | 3 | Sep 10, 2025 | 3 | Sep 15, 2025 | 6 |
| -1.45% | Apr 27, 2021 | 3 | Apr 30, 2021 | 5 | May 7, 2021 | 8 |
| -1.34% | Jan 10, 2020 | 2 | Jan 14, 2020 | 3 | Jan 17, 2020 | 5 |