Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Ameritas Life Insurance Corp AMERITAS NO-LOAD VARIABLE ANNUITY C SHARES Strategic Asset Allocation - Equal Weight Moderate | NA | 11.77% | 2.03% | 5.23% | 4.62% | 7.06% | 5.57% | 5.68% |
Data as of 04/30/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Ameritas Life Insurance Corp AMERITAS NO-LOAD VARIABLE ANNUITY C SHARES Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 07/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 (%) | -0.47 | 11.77 | 2.03 | 5.23 | 4.62 | 7.06 | 5.57 | 5.68 | 6.42 | 13.05 | -11.52 | 10.54 | 9.27 | 15.48 | -5.96 | 9.53 | 6.20 | -5.15 | 9.86 | 8.86 | 12.13 | 3.48 | 14.50 | 20.69 | -22.49 | 4.51 | 9.24 | 6.00 | 11.32 | 18.42 | -3.56 | 6.02 |
| Sharpe Ratio | NA | 0.95 | 0.08 | 0.34 | 0.36 | NA | NA | 0.49 | 0.62 | 1.01 | -1.07 | 1.20 | 0.44 | 2.42 | -0.91 | 1.74 | 0.72 | -0.60 | 1.63 | 1.52 | 2.31 | 0.32 | 1.64 | 1.49 | -1.33 | 0.19 | 1.14 | 0.68 | 1.87 | 2.78 | -0.67 | 0.56 |
| Standard Deviation(%) | NA | 7.85 | 9.66 | 12.33 | 10.15 | NA | NA | 9.43 | 6.97 | 8.71 | 12.09 | 8.75 | 20.43 | 5.83 | 7.98 | 5.12 | 8.34 | 8.59 | 6.03 | 5.80 | 5.23 | 10.64 | 8.81 | 13.81 | 17.61 | 8.10 | 5.25 | 5.63 | 5.56 | 6.38 | 7.01 | 6.68 |
| Draw Down(%) | NA | 7.77 | 17.80 | 25.93 | 25.93 | NA | NA | 34.33 | 3.73 | 7.77 | 17.80 | 4.44 | 25.93 | 2.94 | 10.35 | 2.46 | 7.17 | 10.59 | 4.19 | 4.94 | 3.94 | 10.21 | 6.26 | 14.51 | 32.13 | 5.72 | 4.81 | 4.22 | 6.09 | 3.78 | 12.22 | 7.28 |
| Yield(%) | NA | 4.48 | 3.48 | 3.36 | 3.38 | NA | NA | 3.77 | 1.03 | 4.37 | 2.75 | 2.62 | 3.63 | 2.44 | 2.37 | 3.15 | 2.52 | 5.34 | 3.65 | 3.73 | 2.98 | 3.07 | 3.21 | 4.18 | 3.71 | 5.24 | 4.21 | 5.28 | 3.89 | 4.16 | 3.97 | 5.21 |
Data as of 04/30/2024, 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 |
|---|---|---|---|---|
| Ameritas Life Insurance Corp AMERITAS NO-LOAD VARIABLE ANNUITY C SHARES Strategic Asset Allocation - Equal Weight Moderate |
-7.73%
Feb 2006 - Feb 2009 |
-1.52%
Feb 2004 - Feb 2009 |
3.64%
Oct 2013 - Oct 2023 |
3.91%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Ameritas Life Insurance Corp AMERITAS NO-LOAD VARIABLE ANNUITY C SHARES Strategic Asset Allocation - Equal Weight Moderate |
18.29%
Feb 2009 - Feb 2012 |
14.48%
Feb 2009 - Feb 2014 |
8.83%
Feb 2009 - Feb 2019 |
7.91%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart