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Minnesota Life Insurance Company MULTIOPTION SELECT B SHARES
Minnesota Life Insurance Company MULTIOPTION SELECT B SHARES Strategic Asset Allocation - Equal Weight Moderate
Minnesota Life Insurance Company MULTIOPTION SELECT B SHARES Strategic Asset Allocation - Equal Weight Moderate
live (public) 0.01% January 08
Delayed
Holdings (As of 10/31/2024)
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| Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
|---|---|---|---|---|
| US Equity | JAGRX (RESEARCH PORTFOLIO INSTITUTIONAL SHARES) | 2.70% | Janus Aspen Overseas Svc | 29.20% |
| US Equity | FCNTX (Fidelity Contrafund) | 2.41% | Fidelity V2 Contrafund S2 | 30.92% |
| CASH | CASH (CASH) | 0.0% | CASH | 39.88% |
* Day change on 10/31/2024.
Previous
Beta
Performance (As of 01/08/2025)
Since 12/31/2000
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| Minnesota Life Insurance Company MULTIOPTION SELECT B SHARES Strategic Asset Allocation - Equal Weight Moderate | -1.2% | 30.0% | 8.4% | 12.5% | 9.6% | 8.9% |
| VFINX (Vanguard (S&P 500) Index) | 9.3% | 19.7% | 18.8% | 16.4% | 13.8% | 14.4% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 6.6% | 13.0% | 11.5% | 8.7% | 8.6% | 9.3% |
* YTD: Year to Date
** AR: Annualized Return
** portfolio AR is delayed
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 15 Yr | 20 Yr | 20 Yr | Since 01/02/2001 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.9 | -1.2 | 30.0 | 8.4 | 12.5 | 9.6 | 8.9 | 9.2 | 7.9 | 8.0 | 7.2 | 21.2 | 17.5 | -10.0 | 11.2 | 22.1 | 20.3 | -0.7 | 13.0 | 3.9 | 1.8 | 3.4 | 16.1 | 10.7 | -4.5 | 14.5 | 25.5 | -26.4 | 12.2 | 9.1 | 9.8 | 8.2 | 20.7 | -8.6 | -2.2 |
| Sharpe Ratio | NA | 0.08 | 1.54 | 0.48 | 0.67 | 0.71 | NA | NA | NA | NA | 0.52 | 1.44 | 1.46 | -0.84 | 1.13 | 1.02 | 2.16 | -0.18 | 2.38 | 0.44 | 0.2 | 0.42 | 2.41 | 1.28 | -0.29 | 1.19 | 1.64 | -1.26 | 0.86 | 0.87 | 1.08 | 1.04 | 2.4 | -0.81 | -0.46 |
| Draw Down(%) | NA | 0.9 | 7.2 | 14.2 | 20.4 | 20.4 | NA | NA | NA | NA | 35.4 | 7.2 | 5.2 | 14.8 | 5.0 | 20.4 | 4.8 | 13.2 | 1.9 | 8.6 | 7.1 | 5.7 | 3.5 | 5.8 | 15.7 | 10.0 | 11.3 | 34.9 | 6.5 | 6.1 | 3.8 | 5.6 | 6.3 | 14.9 | 14.8 |
| Standard Deviation(%) | NA | 11.6 | 10.2 | 11.1 | 13.6 | 11.4 | NA | NA | NA | NA | 11.5 | 10.1 | 9.1 | 13.5 | 9.9 | 21.4 | 8.7 | 11.2 | 5.2 | 8.3 | 9.2 | 8.1 | 6.7 | 8.3 | 15.7 | 12.2 | 15.5 | 21.7 | 10.7 | 6.8 | 7.1 | 7.0 | 8.3 | 11.9 | 9.9 |
| Treynor Ratio | NA | 0.01 | 0.21 | 0.09 | 0.15 | 0.13 | NA | NA | NA | NA | 0.11 | 0.2 | 0.2 | -0.21 | 0.16 | 0.37 | 0.28 | -0.03 | 0.17 | 0.06 | 0.03 | 0.05 | 0.27 | 0.17 | -0.07 | 0.22 | 0.46 | -0.55 | 0.15 | 0.09 | 0.12 | 0.12 | 0.44 | -0.22 | -0.11 |
| Alpha | NA | 0.1 | 0.01 | 0.01 | 0.01 | 0.01 | NA | NA | NA | NA | 0.01 | 0.01 | 0.0 | 0.0 | -0.02 | 0.04 | 0.0 | 0.01 | 0.0 | -0.01 | 0.01 | -0.02 | 0.0 | 0.01 | -0.02 | 0.02 | 0.04 | -0.03 | 0.03 | 0.0 | 0.03 | 0.01 | 0.03 | 0.0 | 0.0 |
| Beta | NA | 0.76 | 0.74 | 0.6 | 0.61 | 0.61 | NA | NA | NA | NA | 0.56 | 0.74 | 0.66 | 0.55 | 0.71 | 0.59 | 0.67 | 0.64 | 0.72 | 0.61 | 0.57 | 0.68 | 0.59 | 0.62 | 0.66 | 0.65 | 0.55 | 0.5 | 0.63 | 0.63 | 0.62 | 0.58 | 0.45 | 0.43 | 0.41 |
| RSquared | NA | 0.85 | 0.85 | 0.91 | 0.91 | 0.91 | NA | NA | NA | NA | 0.89 | 0.85 | 0.9 | 0.98 | 0.87 | 0.92 | 0.9 | 0.95 | 0.86 | 0.93 | 0.94 | 0.9 | 0.96 | 0.92 | 0.94 | 0.92 | 0.94 | 0.89 | 0.9 | 0.87 | 0.81 | 0.86 | 0.85 | 0.89 | 0.78 |
| Sortino Ratio | NA | 0.12 | 2.24 | 0.67 | 0.93 | 0.97 | NA | NA | NA | NA | 0.71 | 2.09 | 2.12 | -1.15 | 1.63 | 1.38 | 3.11 | -0.24 | 3.63 | 0.6 | 0.27 | 0.57 | 3.59 | 1.94 | -0.38 | 1.7 | 2.42 | -1.61 | 1.19 | 1.27 | 1.55 | 1.49 | 3.78 | -1.16 | -0.59 |
| Yield(%) | N/A | 0.0 | 3.9 | 2.9 | 6.1 | 7.6 | 7.8 | 7.8 | 8.3 | 8.3 | 3.48 | 4.0 | 3.0 | 1.7 | 7.4 | 10.1 | 3.7 | 3.1 | 5.6 | 6.0 | 11.9 | 1.9 | 3.2 | 0.7 | 1.5 | 0.2 | 0.5 | 0.7 | 3.7 | 6.5 | 1.6 | 1.4 | 0.3 | 2.5 | 2.3 |
| Dividend Growth(%) | N/A | -99.3 | 54.2 | -47.4 | 37.6 | 424.5 | N/A | N/A | N/A | N/A | N/A | 54.3 | 56.5 | -73.8 | -12.4 | 231.1 | 18.6 | -37.6 | -2.2 | -48.7 | 543.9 | -31.5 | 389.4 | -52.8 | 999.6 | -63.8 | -45.0 | -78.6 | -37.6 | 352.4 | 25.5 | 412.8 | -88.2 | 4.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/2000
Portfolio Description
This model portfolio uses Strategic Asset Allocation - Equal Weight
. The allocations are diversified by investing in the 1 major asset classes: US Equity
that are covered in Minnesota Life Insurance Company MULTIOPTION SELECT B SHARES. It then selects one or two funds for each of the 1 major asset classes.
1.Risk allocation: the risk profile of this portfolio 40.
The total allocation of the fixed income assets should be at least 40%.
2.Asset weights: risk assets selected are equally weighted by
default.
3.Fund selection: about one or two top performing funds among 6 available funds in the plan are chosen for each asset selected. They are usually equally weighted within
the asset by default.
4.Rebalance frequency: the portfolio is reviewed by the strategy program monthly
and the above steps are repeated. Asset weights are rebalanced back to target allocation if it is necessary.
5.
Simulation: Performance data before this portfolio went public are obtained from historical simulation. They are hypothetical.
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