Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Canada Life Insurance of America VARIFUND B SHARES Tactical Asset Allocation Moderate | NA | 21.28% | 10.27% | 8.93% | 6.17% | 7.79% | 7.94% | 8.09% |
Data as of 04/30/2021, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Canada Life Insurance of America VARIFUND B SHARES Tactical Asset Allocation Moderate | 12/31/2000 | 07/29/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.53 | 21.28 | 10.27 | 8.93 | 6.17 | 7.79 | 7.94 | 8.09 | 7.40 | 18.01 | 12.11 | -1.20 | 12.24 | -0.35 | -5.39 | 3.45 | 14.58 | 12.51 | 4.20 | 15.80 | 19.78 | -5.19 | 14.24 | 10.27 | 7.81 | 5.68 | 15.17 | 1.15 | 8.87 |
| Sharpe Ratio | NA | 1.86 | 1.22 | 1.12 | 0.88 | NA | NA | 0.91 | 0.67 | 1.86 | 2.58 | -0.32 | 2.35 | -0.11 | -0.80 | 0.50 | 2.27 | 2.36 | 0.34 | 1.07 | 2.79 | -1.82 | 1.11 | 0.91 | 0.84 | 0.55 | 1.94 | 0.01 | 1.50 |
| Standard Deviation(%) | NA | 10.70 | 8.07 | 7.44 | 7.27 | NA | NA | 7.90 | 11.05 | 9.58 | 4.15 | 7.79 | 4.95 | 5.23 | 6.79 | 6.85 | 6.42 | 5.28 | 12.29 | 14.63 | 7.06 | 3.37 | 10.10 | 7.68 | 6.71 | 8.67 | 7.48 | 6.99 | 4.37 |
| Draw Down(%) | NA | 7.25 | 11.24 | 11.24 | 14.07 | NA | NA | 14.07 | 7.25 | 11.24 | 1.88 | 9.05 | 4.16 | 6.09 | 9.76 | 5.43 | 4.41 | 1.79 | 12.37 | 11.07 | 4.03 | 5.67 | 7.55 | 9.20 | 5.61 | 8.30 | 7.39 | 7.08 | 2.12 |
| Yield(%) | NA | 4.83 | 3.81 | 2.70 | 2.92 | NA | NA | 3.13 | 0.17 | 5.62 | 4.11 | 2.32 | 0.47 | 2.67 | 6.17 | 3.68 | 1.18 | 2.49 | 1.64 | 2.71 | 2.68 | 1.38 | 4.96 | 4.42 | 2.58 | 2.23 | 3.23 | 3.31 | 4.63 |
Data as of 04/30/2021, 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 |
|---|---|---|---|---|
| Canada Life Insurance of America VARIFUND B SHARES Tactical Asset Allocation Moderate |
-0.83%
Dec 2013 - Dec 2016 |
1.58%
Dec 2013 - Dec 2018 |
5.55%
Apr 2010 - Apr 2020 |
6.96%
Dec 2003 - Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Canada Life Insurance of America VARIFUND B SHARES Tactical Asset Allocation Moderate |
15.64%
Apr 2009 - Apr 2012 |
13.96%
Feb 2009 - Feb 2014 |
10.39%
Aug 2004 - Aug 2014 |
8.48%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart