Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| RiverSource Life Insurance Co of NY RIIVERSOURCE NY PERSONAL PORT PLUS (2) B SHARES Strategic Asset Allocation - Equal Weight Moderate | 5.60% | NA | 26.07% | 6.86% | 9.00% | 6.14% | 6.44% | 5.88% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RiverSource Life Insurance Co of NY RIIVERSOURCE NY PERSONAL PORT PLUS (2) B SHARES Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 01/08/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| 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 (%) | -1.13 | 26.07 | 6.86 | 9.00 | 6.14 | 6.44 | 5.88 | 5.60 | NA | 16.75 | 13.15 | -7.46 | 24.50 | 6.76 | 7.26 | -5.46 | 9.29 | 2.22 | -2.11 | 5.01 | 13.77 | 9.32 | -1.91 | 6.80 | 22.01 | -19.50 | 6.69 | 11.07 | 5.32 | 9.59 | 17.42 | -6.12 | -3.51 |
| Sharpe Ratio | NA | 1.24 | 0.31 | 0.56 | 0.39 | NA | NA | 0.44 | 0.08 | 1.10 | 1.19 | -0.68 | 1.49 | 0.33 | 0.62 | -0.60 | 1.70 | 0.22 | -0.21 | 0.66 | 2.47 | 1.73 | -0.19 | 0.91 | 2.30 | -1.64 | 0.52 | 1.66 | 0.81 | 1.89 | 4.02 | -1.13 | -0.82 |
| Standard Deviation(%) | NA | 9.27 | 10.25 | 13.99 | 11.85 | NA | NA | 9.46 | 10.73 | 9.26 | 7.49 | 13.10 | 16.48 | 19.79 | 9.44 | 11.23 | 5.08 | 9.32 | 10.04 | 7.61 | 5.55 | 5.35 | 10.21 | 7.40 | 9.53 | 12.42 | 7.08 | 4.70 | 3.91 | 4.58 | 4.16 | 6.41 | 7.08 |
| Draw Down(%) | NA | 6.32 | 14.11 | 24.94 | 29.20 | NA | NA | 29.20 | 0.89 | 6.32 | 5.88 | 14.11 | 3.66 | 24.94 | 7.46 | 13.42 | 2.80 | 8.77 | 10.28 | 6.12 | 3.78 | 4.80 | 11.65 | 6.84 | 10.71 | 25.21 | 5.49 | 5.09 | 4.11 | 4.11 | 3.40 | 12.47 | 13.29 |
| Yield(%) | NA | 3.96 | 6.02 | 9.42 | 5.79 | NA | NA | 4.30 | NA | 0.67 | 5.32 | 8.71 | 19.57 | 6.56 | 3.39 | 2.45 | 0.43 | 0.74 | 3.58 | 3.74 | 3.64 | 3.47 | 3.65 | 1.59 | 3.21 | 3.30 | 4.07 | 4.10 | 3.61 | 2.82 | 3.80 | 3.38 | 3.01 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-4.29%
Feb 2006 - Feb 2009 |
-1.82%
Mar 2015 - Mar 2020 |
2.19%
Mar 2010 - Mar 2020 |
3.08%
Mar 2005 - Mar 2020 |
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 Strategic Asset Allocation - Equal Weight Moderate |
14.84%
Mar 2020 - Mar 2023 |
11.23%
Feb 2009 - Feb 2014 |
7.01%
Feb 2009 - Feb 2019 |
7.33%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart