Performance analysis of Athene (ATH-P-E)
Annual Return
Over the past 3 years, ATH-P-E has had an average annual return of +8.08%, underperforming the benchmark SPY, which returned +18.95% annual.
Since Dec 6, 2022, ATH-P-E has had an average annual return of +7.73%, underperforming the benchmark SPY, which returned +20.53% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.44% | +6.81% | +10.03% | +6.75% | +2.96% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.67% | -0.70% | -1.31% | +2.78% | -0.16% | -0.08% | +0.28% | +1.44% | |||||
| 2025 | +0.62% | +0.65% | +1.54% | -3.98% | +1.16% | +2.66% | +2.61% | -1.41% | +2.68% | -1.65% | -0.04% | +2.01% | +6.81% |
| 2024 | +2.80% | +2.12% | -0.06% | +1.92% | -1.73% | +0.52% | +0.08% | +1.78% | +2.89% | +0.90% | +2.05% | -3.48% | +10.03% |
| 2023 | +2.53% | -1.36% | -6.06% | +3.48% | -1.58% | +0.23% | +4.06% | +1.41% | +1.49% | -0.83% | +1.24% | +2.38% | +6.75% |
| 2022 | +2.96% | +2.96% |
Drawdown analysis of Athene (ATH-P-E)
The maximum drawdown for the ATH-P-E was -12.94%, occurring on Mar 13, 2023. Recovery took 129 trading sessions.
The current ATH-P-E drawdown is -1.30%.
Since Dec 6, 2022 ATH-P-E has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -12.94% | Feb 2, 2023 | 26 | Mar 13, 2023 | 129 | Sep 15, 2023 | 155 |
| -7.31% | Dec 10, 2024 | 79 | Apr 7, 2025 | 43 | Jun 9, 2025 | 122 |
| -5.31% | Sep 20, 2023 | 27 | Oct 27, 2023 | 26 | Dec 5, 2023 | 53 |
| -4.77% | Dec 26, 2023 | 3 | Dec 29, 2023 | 20 | Jan 30, 2024 | 23 |
| -4.08% | Mar 20, 2024 | 17 | Apr 15, 2024 | 56 | Jul 5, 2024 | 73 |
| -3.84% | Feb 19, 2026 | 32 | Apr 7, 2026 | 34 | May 26, 2026 | 66 |
| -3.34% | Jan 30, 2024 | 10 | Feb 13, 2024 | 7 | Feb 23, 2024 | 17 |
| -3.11% | Sep 22, 2025 | 44 | Nov 21, 2025 | 17 | Dec 17, 2025 | 61 |
| -2.90% | Jul 19, 2024 | 11 | Aug 5, 2024 | 8 | Aug 15, 2024 | 19 |
| -2.62% | Feb 23, 2024 | 6 | Mar 4, 2024 | 8 | Mar 14, 2024 | 14 |
| -2.35% | Nov 11, 2024 | 7 | Nov 20, 2024 | 6 | Nov 29, 2024 | 13 |
| -1.75% | Aug 22, 2024 | 7 | Sep 3, 2024 | 7 | Sep 12, 2024 | 14 |
| -1.66% | Dec 13, 2022 | 5 | Dec 20, 2022 | 5 | Dec 28, 2022 | 10 |
| -1.63% | Aug 8, 2025 | 15 | Aug 29, 2025 | 4 | Sep 5, 2025 | 19 |
| -1.53% | Oct 16, 2024 | 4 | Oct 22, 2024 | 10 | Nov 5, 2024 | 14 |
| -1.50% | Dec 18, 2025 | 13 | Jan 8, 2026 | 26 | Feb 17, 2026 | 39 |
| -1.46% | Jun 10, 2025 | 4 | Jun 16, 2025 | 10 | Jul 1, 2025 | 14 |
| -1.44% | Jul 2, 2025 | 8 | Jul 15, 2025 | 18 | Aug 8, 2025 | 26 |
| -1.38% | Oct 1, 2024 | 4 | Oct 7, 2024 | 4 | Oct 11, 2024 | 8 |
| -1.30% | Jun 15, 2026 | 8 | Jun 26, 2026 | 6 | Jul 7, 2026 | 14 |
| -1.30% | Jul 16, 2026 | 5 | Jul 23, 2026 | Ongoing | Ongoing | Ongoing |
| -1.13% | Dec 30, 2022 | 3 | Jan 5, 2023 | 4 | Jan 11, 2023 | 7 |
| -0.98% | Jul 7, 2026 | 1 | Jul 8, 2026 | 3 | Jul 13, 2026 | 4 |
| -0.96% | Dec 14, 2023 | 2 | Dec 18, 2023 | 2 | Dec 20, 2023 | 4 |
| -0.81% | Nov 29, 2024 | 2 | Dec 3, 2024 | 5 | Dec 10, 2024 | 7 |