Performance analysis of Athene (ATH-P-D)
Annual Return
Over the past 3 years, ATH-P-D has had an average annual return of +5.93%, underperforming the benchmark SPY, which returned +18.95% annual.
Over the past 5 years, ATH-P-D has had an average annual return of -3.10%, underperforming the benchmark SPY, which returned +12.38% annual.
Since Dec 17, 2020, ATH-P-D has had an average annual return of -1.53%, underperforming the benchmark SPY, which returned +14.60% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -2.12% | -0.78% | +10.25% | +12.23% | -28.79% | +6.28% | +0.88% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.35% | -1.01% | -1.63% | +3.08% | -2.27% | -1.18% | +1.33% | -2.12% | |||||
| 2025 | -3.70% | +2.48% | -4.17% | -2.40% | +1.62% | +2.69% | +0.41% | +3.49% | +3.95% | -2.80% | -3.62% | +1.80% | -0.78% |
| 2024 | +3.31% | +2.23% | +0.51% | -4.79% | +8.42% | -0.24% | -2.93% | +5.04% | +2.64% | -0.41% | +2.17% | -5.28% | +10.25% |
| 2023 | +17.43% | -5.44% | -15.31% | +6.16% | -1.78% | +1.20% | +2.76% | +1.44% | -1.84% | -1.21% | +6.05% | +5.52% | +12.23% |
| 2022 | -4.23% | -12.43% | +3% | -8.24% | +4.06% | -10.19% | +11.75% | -8.21% | -0% | -6.97% | +6.98% | -5.83% | -28.79% |
| 2021 | -0.95% | -3.68% | +6.34% | -0.21% | +0.24% | +3.48% | +1.27% | -0.34% | +1.41% | -1.00% | -2.12% | +2.05% | +6.28% |
| 2020 | +0.88% | +0.88% |
Drawdown analysis of Athene (ATH-P-D)
The maximum drawdown for the ATH-P-D was -35.09%, occurring on May 4, 2023. This drawdown has not yet recovered.
The current ATH-P-D drawdown is -15.62%.
Since Dec 17, 2020 ATH-P-D has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -35.09% | Nov 5, 2021 | 374 | May 4, 2023 | Ongoing | Ongoing | Ongoing |
| -4.83% | Jan 22, 2021 | 24 | Feb 26, 2021 | 23 | Mar 31, 2021 | 47 |
| -2.22% | Sep 30, 2021 | 3 | Oct 5, 2021 | 23 | Nov 5, 2021 | 26 |
| -2.18% | Dec 31, 2020 | 7 | Jan 12, 2021 | 7 | Jan 22, 2021 | 14 |
| -2.06% | Jul 13, 2021 | 20 | Aug 10, 2021 | 17 | Sep 2, 2021 | 37 |
| -1.77% | Apr 15, 2021 | 19 | May 12, 2021 | 16 | Jun 4, 2021 | 35 |
| -1.36% | Sep 10, 2021 | 6 | Sep 20, 2021 | 8 | Sep 30, 2021 | 14 |
| -0.67% | Apr 6, 2021 | 3 | Apr 9, 2021 | 4 | Apr 15, 2021 | 7 |
| -0.67% | Jun 21, 2021 | 4 | Jun 25, 2021 | 3 | Jun 30, 2021 | 7 |
| -0.66% | Jun 14, 2021 | 2 | Jun 16, 2021 | 3 | Jun 21, 2021 | 5 |
| -0.55% | Jul 1, 2021 | 4 | Jul 8, 2021 | 1 | Jul 9, 2021 | 5 |
| -0.48% | Dec 18, 2020 | 2 | Dec 22, 2020 | 4 | Dec 29, 2020 | 6 |
| -0.32% | Jun 4, 2021 | 2 | Jun 8, 2021 | 1 | Jun 9, 2021 | 3 |
| -0.30% | Sep 2, 2021 | 3 | Sep 8, 2021 | 2 | Sep 10, 2021 | 5 |
| -0.28% | Mar 31, 2021 | 2 | Apr 5, 2021 | 1 | Apr 6, 2021 | 3 |