Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RiverSource Life Insurance Co of NY RIIVERSOURCE NY PERSONAL PORT PLUS (2) B SHARES Tactical Asset Allocation Moderate | NA | 27.47% | 7.86% | 8.57% | 6.77% | 7.89% | 8.15% | 7.41% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RiverSource Life Insurance Co of NY RIIVERSOURCE NY PERSONAL PORT PLUS (2) 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 (%) | -1.36 | 27.47 | 7.86 | 8.57 | 6.77 | 7.89 | 8.15 | 7.41 | NA | 16.91 | 12.79 | -6.45 | 10.29 | 4.93 | 19.53 | -4.63 | 12.40 | 9.39 | -5.34 | 4.37 | 21.31 | 10.79 | -1.06 | 11.84 | 24.55 | -2.52 | 6.95 | 13.62 | 3.51 | 10.72 | 17.93 | -4.44 | -8.09 |
| Sharpe Ratio | NA | 1.09 | 0.36 | 0.38 | 0.45 | NA | NA | 0.58 | 0.06 | 0.96 | 1.06 | -0.64 | 1.04 | 0.22 | 2.30 | -0.55 | 2.49 | 0.99 | -0.47 | 0.46 | 2.96 | 1.15 | -0.08 | 0.96 | 2.29 | -0.40 | 0.40 | 1.59 | 0.24 | 1.40 | 2.62 | -0.94 | -1.49 |
| Standard Deviation(%) | NA | 10.80 | 10.52 | 13.27 | 11.38 | NA | NA | 10.04 | 12.84 | 10.79 | 8.06 | 12.25 | 9.89 | 21.19 | 7.90 | 10.72 | 4.72 | 9.31 | 11.49 | 9.53 | 7.18 | 9.37 | 14.30 | 12.28 | 10.68 | 8.61 | 9.90 | 6.53 | 5.70 | 7.00 | 6.57 | 5.91 | 6.99 |
| Draw Down(%) | NA | 6.50 | 12.95 | 27.66 | 27.66 | NA | NA | 27.66 | 1.13 | 6.50 | 6.26 | 13.62 | 4.97 | 27.66 | 4.37 | 13.55 | 2.05 | 7.98 | 12.39 | 7.67 | 3.41 | 9.74 | 14.39 | 11.86 | 5.56 | 15.38 | 6.89 | 6.44 | 4.78 | 6.75 | 6.06 | 8.78 | 12.69 |
| Yield(%) | NA | 4.19 | 9.99 | 7.97 | 8.02 | NA | NA | 0.00 | NA | 1.70 | 5.04 | 13.20 | 10.97 | 2.00 | 11.52 | 7.43 | 5.04 | 2.99 | 11.06 | 11.19 | 3.27 | 2.82 | 1.79 | 1.81 | 6.11 | 3.69 | 3.19 | 2.49 | 2.88 | 2.13 | 4.24 | 6.15 | 5.30 |
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 |
|---|---|---|---|---|
| RiverSource Life Insurance Co of NY RIIVERSOURCE NY PERSONAL PORT PLUS (2) B SHARES Tactical Asset Allocation Moderate |
0.37%
Mar 2017 - Mar 2020 |
1.39%
Mar 2015 - Mar 2020 |
4.77%
Mar 2010 - Mar 2020 |
6.20%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RiverSource Life Insurance Co of NY RIIVERSOURCE NY PERSONAL PORT PLUS (2) B SHARES Tactical Asset Allocation Moderate |
15.51%
Jul 2008 - Jul 2011 |
14.71%
Nov 2008 - Nov 2013 |
10.26%
Mar 2003 - Mar 2013 |
9.34%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart