Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| American Legacy Shareholders Advantage Variable Annuity Tactical Asset Allocation Moderate | -3.53% | -2.81% | 0.98% | 6.51% | 5.66% | 6.23% | 8.02% | 7.90% |
Data as of 03/31/2025, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| American Legacy Shareholders Advantage Variable Annuity Tactical Asset Allocation Moderate | 12/31/2000 | 06/04/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.97 | -2.81 | 0.98 | 6.51 | 5.66 | 6.23 | 8.02 | 7.90 | -3.53 | 8.05 | 17.47 | -22.73 | 10.53 | 19.85 | 19.36 | -5.67 | 17.17 | 4.43 | 3.17 | 2.86 | 11.21 | 12.88 | 0.91 | 9.35 | 14.59 | 5.08 | 17.09 | 19.51 | 9.37 | 14.56 | 17.76 | -2.66 | 1.02 |
| Sharpe Ratio | NA | -0.01 | 0.25 | 0.31 | 0.42 | NA | NA | 0.74 | 0.05 | 0.41 | 1.68 | -1.47 | 1.01 | 1.14 | 2.46 | -0.68 | 3.82 | 0.48 | 0.38 | 0.42 | 1.55 | 1.76 | 0.09 | 1.13 | 1.64 | 0.70 | 1.36 | 2.02 | 1.25 | 1.54 | 2.82 | -0.82 | -0.26 |
| Standard Deviation(%) | NA | 12.78 | 11.38 | 12.07 | 11.21 | NA | NA | 9.23 | 14.37 | 10.80 | 8.23 | 16.45 | 10.38 | 17.27 | 7.28 | 10.43 | 4.33 | 8.73 | 8.34 | 6.83 | 7.20 | 7.29 | 10.27 | 8.23 | 8.83 | 5.91 | 10.26 | 7.96 | 5.69 | 8.83 | 6.04 | 4.65 | 5.39 |
| Draw Down(%) | NA | 14.92 | 14.92 | 26.98 | 26.98 | NA | NA | 26.98 | 12.88 | 6.35 | 6.28 | 25.22 | 7.08 | 19.88 | 3.86 | 14.01 | 1.66 | 7.82 | 7.16 | 7.18 | 5.53 | 5.34 | 10.48 | 7.69 | 5.08 | 3.28 | 8.79 | 10.95 | 4.86 | 9.46 | 5.01 | 6.88 | 7.07 |
| Yield(%) | NA | 6.37 | 5.34 | 5.01 | 5.35 | NA | NA | 0.00 | NA | 0.85 | 6.86 | 2.69 | 6.20 | 3.23 | 6.70 | 6.45 | 5.38 | 4.65 | 6.45 | 6.35 | 3.62 | 1.62 | 2.47 | 2.13 | 3.28 | 3.49 | 8.03 | 7.25 | 3.85 | 3.20 | 3.45 | 4.20 | 4.60 |
Data as of 03/31/2025, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| American Legacy Shareholders Advantage Variable Annuity Tactical Asset Allocation Moderate |
-0.64%
Dec 2021 - Dec 2024 |
2.41%
Feb 2018 - Feb 2023 |
4.91%
Oct 2013 - Oct 2023 |
6.19%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| American Legacy Shareholders Advantage Variable Annuity Tactical Asset Allocation Moderate |
19.18%
Oct 2004 - Oct 2007 |
15.77%
Mar 2003 - Mar 2008 |
12.59%
Jul 2003 - Jul 2013 |
10.88%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart