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 Strategic Asset Allocation - Equal Weight Moderate | NA | 24.52% | 3.06% | 6.18% | 5.57% | 6.75% | 5.60% | 6.24% |
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 Strategic Asset Allocation - Equal Weight 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 (%) | -1.00 | 24.52 | 3.06 | 6.18 | 5.57 | 6.75 | 5.60 | 6.24 | NA | 9.06 | 13.18 | -11.75 | 6.51 | 11.19 | 16.81 | -4.88 | 7.95 | 5.33 | 0.60 | 8.12 | 11.92 | 9.61 | 3.50 | 10.78 | 13.80 | -16.42 | 6.18 | 7.19 | 3.20 | 9.89 | 18.11 | -2.71 | 10.77 |
| Sharpe Ratio | NA | 0.42 | -0.06 | 0.24 | 0.35 | NA | NA | 0.53 | 0.05 | 0.29 | 1.15 | -1.04 | 0.73 | 0.61 | 2.16 | -0.61 | 1.39 | 0.67 | 0.07 | 1.25 | 2.20 | 2.15 | 0.48 | 1.66 | 1.18 | -1.29 | 0.46 | 0.71 | 0.24 | 1.70 | 3.18 | -0.53 | 0.94 |
| Standard Deviation(%) | NA | 8.42 | 9.86 | 11.80 | 10.02 | NA | NA | 8.65 | 5.27 | 8.50 | 7.73 | 12.63 | 8.89 | 18.01 | 7.12 | 10.14 | 5.28 | 7.62 | 8.45 | 6.49 | 5.40 | 4.45 | 7.24 | 6.46 | 11.60 | 13.40 | 6.89 | 5.56 | 4.34 | 5.28 | 5.48 | 7.23 | 8.99 |
| Draw Down(%) | NA | 7.60 | 16.29 | 23.81 | 23.81 | NA | NA | 28.08 | 0.38 | 7.53 | 6.04 | 17.01 | 6.04 | 23.81 | 3.44 | 10.85 | 4.20 | 6.26 | 7.22 | 4.11 | 4.57 | 3.39 | 7.71 | 4.89 | 13.80 | 22.95 | 4.12 | 4.81 | 2.96 | 3.91 | 3.59 | 10.29 | 7.76 |
| Yield(%) | NA | 1.98 | 2.09 | 3.03 | 3.77 | NA | NA | 4.34 | NA | 0.43 | 2.35 | 2.33 | 1.04 | 5.86 | 2.98 | 11.03 | 0.30 | 1.89 | 6.26 | 3.09 | 2.86 | 3.43 | 3.00 | 2.66 | 2.91 | 6.77 | 7.85 | 3.03 | 3.16 | 5.45 | 5.44 | 4.39 | 11.39 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-5.34%
Feb 2006 - Feb 2009 |
-0.97%
Feb 2004 - Feb 2009 |
4.24%
Oct 2013 - Oct 2023 |
4.03%
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 Strategic Asset Allocation - Equal Weight Moderate |
14.43%
Feb 2009 - Feb 2012 |
12.17%
Feb 2009 - Feb 2014 |
8.23%
Feb 2009 - Feb 2019 |
7.54%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart