Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AXA Equitable Accumulator Select Variable Annuity Tactical Asset Allocation Moderate | -4.68% | 0.38% | 4.03% | 8.08% | 6.57% | 7.72% | 8.61% | 9.38% |
Data as of 03/31/2025, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AXA Equitable Accumulator Select 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 (%) | -2.30 | 0.38 | 4.03 | 8.08 | 6.57 | 7.72 | 8.61 | 9.38 | -4.68 | 11.90 | 12.69 | -11.41 | 6.81 | 17.70 | 14.06 | 0.35 | 11.82 | 11.09 | 1.33 | 4.46 | 19.15 | 8.55 | 1.89 | 21.75 | 13.54 | 5.19 | 10.81 | 12.93 | 6.51 | 15.41 | 26.95 | 9.03 | 4.75 |
| Sharpe Ratio | NA | -0.02 | 0.24 | 0.49 | 0.49 | NA | NA | 0.82 | -0.26 | 0.71 | 1.00 | -1.31 | 0.54 | 0.86 | 1.68 | -0.10 | 1.91 | 1.38 | 0.14 | 0.56 | 2.37 | 1.04 | 0.13 | 1.68 | 1.23 | 0.63 | 0.81 | 1.16 | 0.64 | 1.72 | 3.19 | 1.37 | 0.33 |
| Standard Deviation(%) | NA | 12.15 | 10.35 | 11.54 | 11.26 | NA | NA | 10.02 | 11.78 | 11.69 | 9.00 | 9.84 | 12.67 | 20.23 | 7.48 | 10.30 | 5.86 | 7.89 | 9.59 | 7.98 | 8.07 | 8.17 | 14.67 | 12.86 | 10.92 | 6.68 | 9.43 | 8.17 | 6.66 | 8.39 | 8.22 | 5.74 | 7.04 |
| Draw Down(%) | NA | 14.33 | 14.33 | 16.92 | 21.98 | NA | NA | 21.98 | 11.75 | 7.23 | 6.71 | 13.75 | 6.44 | 21.98 | 4.08 | 10.44 | 3.04 | 6.28 | 7.11 | 5.78 | 5.86 | 6.54 | 13.29 | 9.95 | 8.26 | 4.95 | 6.53 | 9.66 | 4.98 | 7.39 | 3.73 | 3.79 | 5.84 |
| Yield(%) | NA | 3.07 | 3.56 | 3.61 | 4.47 | NA | NA | 0.00 | NA | 1.30 | 2.98 | 3.18 | 3.70 | 4.84 | 3.28 | 4.48 | 6.80 | 6.26 | 5.75 | 4.19 | 4.98 | 2.69 | 4.78 | 3.29 | 4.26 | 4.44 | 4.96 | 4.41 | 2.84 | 3.77 | 5.86 | 5.47 | 5.54 |
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 |
|---|---|---|---|---|
| AXA Equitable Accumulator Select Variable Annuity Tactical Asset Allocation Moderate |
0.63%
Apr 2021 - Apr 2024 |
3.86%
Sep 2018 - Sep 2023 |
5.90%
Oct 2013 - Oct 2023 |
7.47%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AXA Equitable Accumulator Select Variable Annuity Tactical Asset Allocation Moderate |
17.66%
Apr 2003 - Apr 2006 |
14.85%
Mar 2003 - Mar 2008 |
13.52%
Apr 2001 - Apr 2011 |
11.49%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart