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RiverSource Life Insurance Co of NY RIVERSOURCE NY PERSONAL PORTFOLIO B SHARES
RiverSource Life Insurance Co of NY RIVERSOURCE NY PERSONAL PORTFOLIO B SHARES Strategic Asset Allocation - Equal Weight Moderate
RiverSource Life Insurance Co of NY RIVERSOURCE NY PERSONAL PORTFOLIO B SHARES Strategic Asset Allocation - Equal Weight Moderate
live (public) 0.18% December 29
Delayed
Holdings (As of 10/31/2017)
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| Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
|---|---|---|---|---|
| CASH | CASH (CASH) | 0.0% | RiverSource VP Cash Managerment 3 | 17.15% |
| General Bond | PDINX (PUTNAM DIVERSIFIED INCOME TRUST CLASS A SHARES) | 0.14% | Putnam VT Dicversified Income IA | 18.29% |
| US Equity | PGRWX (PUTNAM FUND FOR GROWTH & INCOME CLASS A SHARES) | Putnam VT Growth & Income IA | 29.33% | |
| US Equity | PNOPX (PUTNAM MULTI-CAP GROWTH FUND CLASS A SHARES) | 0.73% | Putnam VT Multi-Cap Growth IA | 35.23% |
* Day change on 09/29/2017.
Previous
Beta
Performance (As of 12/29/2017)
Since 12/31/2000
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| RiverSource Life Insurance Co of NY RIVERSOURCE NY PERSONAL PORTFOLIO B SHARES Strategic Asset Allocation - Equal Weight Moderate | 8.5% | 12.8% | 6.5% | 8.5% | 6.0% | 7.6% |
| VFINX (Vanguard (S&P 500) Index) | 7.1% | 13.4% | 19.2% | 16.2% | 13.6% | 14.5% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 5.1% | 9.5% | 11.8% | 8.6% | 8.4% | 9.4% |
* YTD: Year to Date
** AR: Annualized Return
** portfolio AR is delayed
| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 15 Yr | 20 Yr | Since 01/02/2001 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.4 | 12.8 | 6.5 | 8.5 | 6.0 | 7.6 | 7.8 | 0.0 | 6.0 | 11.8 | 7.4 | 0.9 | 7.9 | 15.3 | 13.3 | 1.4 | 11.7 | 22.6 | -21.5 | 4.5 | 11.3 | 5.3 | 9.5 | 20.6 | -7.0 | -4.5 |
| Sharpe Ratio | NA | 2.69 | 0.7 | 1.04 | 0.68 | NA | NA | NA | 0.62 | 2.78 | 0.8 | 0.07 | 0.91 | 2.65 | 2.81 | 0.15 | 1.43 | 2.12 | -1.51 | 0.2 | 1.57 | 0.7 | 1.61 | 3.59 | -1.04 | -0.8 |
| Draw Down(%) | NA | 1.7 | 10.7 | 10.7 | 28.8 | NA | NA | NA | 30.5 | 1.7 | 8.7 | 9.9 | 6.5 | 3.6 | 4.2 | 9.5 | 6.7 | 10.8 | 27.7 | 5.9 | 5.4 | 3.9 | 5.5 | 4.3 | 14.2 | 15.6 |
| Standard Deviation(%) | NA | 4.0 | 8.6 | 8.1 | 9.1 | NA | NA | NA | 8.1 | 4.0 | 9.0 | 11.2 | 8.6 | 5.8 | 4.7 | 8.6 | 8.1 | 10.6 | 14.9 | 7.2 | 5.1 | 4.4 | 5.3 | 5.6 | 7.8 | 8.5 |
| Treynor Ratio | NA | 0.2 | 0.54 | 0.52 | 0.19 | NA | NA | NA | 0.15 | 0.21 | 7.17 | 0.08 | 2.12 | 0.32 | 0.38 | 0.04 | 0.27 | 0.6 | -0.64 | 0.03 | 0.18 | 0.08 | 0.21 | 0.7 | -0.3 | -0.19 |
| Alpha | NA | 0.0 | 0.02 | 0.02 | 0.02 | NA | NA | NA | 0.01 | 0.0 | 0.03 | 0.01 | 0.03 | 0.01 | 0.03 | 0.0 | 0.02 | 0.05 | -0.04 | 0.0 | 0.01 | 0.01 | 0.02 | 0.05 | -0.01 | -0.01 |
| Beta | NA | 0.54 | 0.11 | 0.16 | 0.33 | NA | NA | NA | 0.33 | 0.54 | 0.01 | 0.1 | 0.04 | 0.48 | 0.35 | 0.34 | 0.42 | 0.37 | 0.35 | 0.42 | 0.46 | 0.38 | 0.41 | 0.28 | 0.27 | 0.36 |
| RSquared | NA | 0.82 | 0.03 | 0.06 | 0.54 | NA | NA | NA | 0.6 | 0.81 | 0.0 | 0.02 | 0.0 | 0.86 | 0.89 | 0.86 | 0.88 | 0.93 | 0.94 | 0.87 | 0.8 | 0.78 | 0.71 | 0.76 | 0.82 | 0.83 |
| Sortino Ratio | NA | 4.38 | 1.01 | 1.49 | 0.94 | NA | NA | NA | 0.87 | 4.54 | 1.11 | 0.11 | 1.25 | 3.97 | 4.43 | 0.21 | 2.07 | 3.16 | -1.94 | 0.27 | 2.41 | 1.03 | 2.29 | 5.83 | -1.42 | -1.09 |
| Yield(%) | N/A | 3.3 | 4.1 | 4.8 | 4.9 | 7.0 | 7.0 | 5.1 | 4.27 | 3.3 | 0.5 | 8.2 | 5.7 | 2.1 | 5.4 | 4.0 | 3.0 | 3.2 | 3.2 | 4.6 | 4.5 | 4.0 | 3.1 | 4.4 | 4.1 | 4.9 |
| Dividend Growth(%) | N/A | 635.5 | 12.8 | 57.0 | N/A | N/A | N/A | N/A | N/A | 635.4 | -94.1 | 57.9 | 201.9 | -55.5 | 36.9 | 48.2 | 16.6 | -21.0 | -28.3 | 14.4 | 19.3 | 39.9 | -14.1 | -1.6 | -19.4 | 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 3 major asset classes: Fixed Income, Foreign Equity, US Equity
that are covered in RiverSource Life Insurance Co of NY RIVERSOURCE NY PERSONAL PORTFOLIO B SHARES. It then selects one or two funds for each of the 3 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 9 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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