Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ALL-PB (The Allstate Corporation) | 4.79% | 7.15% | 10.17% | 5.04% | NA | NA | NA | 6.54% |
Data as of 07/14/2025, AR inception is 09/07/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALL-PB (The Allstate Corporation) | 09/07/2018 | 07/14/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.15 | 10.17 | 5.04 | NA | NA | NA | 6.54 | 4.79 | 11.24 | 9.56 | -1.16 | 3.78 | -1.01 | 17.36 | -3.93 |
| Sharpe Ratio | NA | 0.69 | 1.07 | 0.49 | NA | NA | NA | 0.37 | 0.97 | 1.22 | 1.22 | -0.26 | 0.36 | -0.09 | 2.31 | -1.53 |
| Standard Deviation(%) | NA | 6.29 | 6.23 | 7.13 | NA | NA | NA | 10.43 | 6.35 | 6.22 | 4.89 | 10.08 | 6.52 | 34.04 | 6.87 | 9.02 |
| Draw Down(%) | NA | 2.75 | 4.33 | 10.51 | NA | NA | NA | 17.00 | 2.75 | 2.60 | 2.06 | 9.29 | 4.61 | 17.00 | 4.37 | 7.87 |
| Yield(%) | 0.00 | 7.89 | 8.34 | 5.68 | 3.76 | 2.51 | 1.88 | 6.27 | 3.78 | 9.92 | 7.91 | 4.84 | 3.54 | 0.00 | 5.27 | 2.50 |
Data as of 07/14/2025, AR inception is 09/07/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALL-PB (The Allstate Corporation) |
2.33%
Nov 2020 - Nov 2023 |
5.58%
Jun 2020 - Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALL-PB (The Allstate Corporation) |
10.06%
Jun 2022 - Jun 2025 |
7.95%
Oct 2019 - Oct 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart