Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LUNAX (CONSERVATIVE BALANCED ALLOCATION PORTFOLIO CLASS I) | 3.38% | 10.81% | 9.98% | 5.38% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/02/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LUNAX (CONSERVATIVE BALANCED ALLOCATION PORTFOLIO CLASS I) | 01/02/2018 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.26 | 10.81 | 9.98 | 5.38 | NA | NA | NA | … | … | 3.38 | 10.96 | 8.76 | 9.89 | -8.70 | 10.42 | 7.46 | 14.07 | -4.21 |
| Sharpe Ratio | NA | 1.23 | 0.99 | 0.38 | NA | NA | NA | … | … | 0.71 | 1.05 | 0.80 | 1.30 | -1.00 | 1.48 | 0.48 | 2.17 | -0.72 |
| Standard Deviation(%) | NA | 6.61 | 6.82 | 7.46 | NA | NA | NA | … | … | 7.85 | 7.72 | 6.41 | 4.82 | 10.12 | 7.01 | 14.85 | 5.79 | 7.82 |
| Draw Down(%) | NA | 5.41 | 7.83 | 11.77 | NA | NA | NA | … | … | 5.41 | 7.47 | 3.56 | 3.64 | 11.49 | 3.27 | 16.00 | 2.96 | 10.18 |
| Yield(%) | 0.00 | 9.18 | 5.63 | 5.24 | 3.70 | 2.46 | 1.85 | … | … | 0.00 | 9.50 | 3.74 | 2.72 | 4.27 | 8.06 | 0.48 | 3.92 | 2.00 |
Data as of 06/05/2026, Common starting date is 01/02/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LUNAX (CONSERVATIVE BALANCED ALLOCATION PORTFOLIO CLASS I) |
1.78%
Apr 2021 – Apr 2024 |
3.40%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LUNAX (CONSERVATIVE BALANCED ALLOCATION PORTFOLIO CLASS I) |
10.62%
Dec 2018 – Dec 2021 |
7.53%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart