Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| American General Life Insurance Company WM ADVANTAGE X B SHARES Tactical Asset Allocation Moderate | NA | 22.85% | 4.94% | 7.18% | 6.99% | 8.43% | 8.37% | 8.33% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| American General Life Insurance Company WM ADVANTAGE X B SHARES Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| 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 (%) | -1.14 | 22.85 | 4.94 | 7.18 | 6.99 | 8.43 | 8.37 | 8.33 | NA | 8.24 | 12.79 | -9.96 | 13.85 | 5.98 | 20.00 | -3.27 | 14.11 | 7.63 | -0.50 | 8.96 | 17.34 | 10.49 | 3.01 | 13.63 | 24.90 | -3.40 | 6.70 | 9.36 | 4.59 | 9.74 | 17.49 | 2.67 | 0.73 |
| Sharpe Ratio | NA | 0.33 | 0.01 | 0.29 | 0.51 | NA | NA | 0.76 | 0.03 | 0.20 | 1.15 | -0.87 | 1.88 | 0.32 | 3.13 | -0.52 | 3.49 | 0.98 | -0.06 | 1.33 | 2.52 | 1.45 | 0.23 | 1.64 | 3.46 | -0.99 | 0.40 | 0.88 | 0.35 | 1.13 | 2.11 | 0.30 | -0.20 |
| Standard Deviation(%) | NA | 8.01 | 9.83 | 11.62 | 9.64 | NA | NA | 8.62 | 6.11 | 8.11 | 7.40 | 13.09 | 7.36 | 18.12 | 5.93 | 8.82 | 3.86 | 7.55 | 8.45 | 6.73 | 6.87 | 7.20 | 13.18 | 8.28 | 7.17 | 4.36 | 9.36 | 6.93 | 6.97 | 7.78 | 7.97 | 5.15 | 7.95 |
| Draw Down(%) | NA | 7.02 | 13.33 | 22.99 | 22.99 | NA | NA | 22.99 | 0.45 | 6.94 | 5.98 | 15.06 | 3.76 | 22.99 | 3.01 | 10.94 | 1.45 | 5.73 | 7.55 | 4.34 | 5.27 | 5.72 | 11.82 | 6.98 | 3.19 | 4.34 | 5.84 | 5.82 | 5.01 | 6.59 | 5.57 | 3.99 | 10.67 |
| Yield(%) | NA | 2.20 | 3.91 | 4.54 | 5.43 | NA | NA | 0.00 | NA | 1.05 | 2.35 | 2.11 | 7.06 | 5.90 | 6.30 | 11.77 | 5.39 | 5.28 | 6.08 | 3.58 | 3.07 | 2.53 | 2.81 | 3.76 | 4.64 | 3.84 | 7.26 | 3.09 | 2.63 | 2.51 | 3.40 | 6.06 | 5.03 |
Data as of 10/31/2024, 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 General Life Insurance Company WM ADVANTAGE X B SHARES Tactical Asset Allocation Moderate |
2.28%
Sep 2019 - Sep 2022 |
3.93%
Mar 2015 - Mar 2020 |
5.87%
Oct 2013 - Oct 2023 |
7.36%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| American General Life Insurance Company WM ADVANTAGE X B SHARES Tactical Asset Allocation Moderate |
14.91%
Mar 2009 - Mar 2012 |
13.64%
Dec 2008 - Dec 2013 |
10.16%
Mar 2003 - Mar 2013 |
9.60%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart