Over 3 years (FY 2022 to FY 2025), Funding agreements — Policyholder Account Balance, Surrender and Withdrawal shows a downward trend with a -100.0% CAGR. This is a positive signal — lower values indicate better performance for this metric.
High surrender rates may signal dissatisfaction, liquidity needs of investors, or a competitive market environment.
This tracks the outflows resulting from investors or policyholders withdrawing funds or surrendering their agreements be...
Comparable to surrender rates or lapse rates in the life insurance and annuity industry.
apo_segment_funding_agreements_policyholder_account_balance_surrender_and_withdrawal| Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $0.00 | $50.00M | $455.00M | $375.00M | $70.00M | $40.00M | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| QoQ Change | — | — | +810.0% | -17.6% | -81.3% | -42.9% | -100.0% | — | — | — | — | — | — | — | — | — |
| YoY Change | — | — | — | — | — | -20.0% | -100.0% | -100.0% | -100.0% | -100.0% | — | — | — | — | — | — |