Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| First Allmerica Financial Life Delaware Medallion I (NY) X B Shares Tactical Asset Allocation Moderate | NA | 17.73% | 1.09% | 4.88% | 4.73% | 5.99% | 7.97% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| First Allmerica Financial Life Delaware Medallion I (NY) X 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 | Common | Inception | 2025 | 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 (%) | -1.37 | 17.73 | 1.09 | 4.88 | 4.73 | 5.99 | 7.97 | … | … | 0.27 | -0.25 | 2.57 | -7.61 | 10.18 | 9.65 | 16.43 | -9.23 | 12.36 | 5.97 | 2.65 | 1.47 | 14.50 | 10.94 | 2.39 | 8.91 | 23.10 | 1.23 | 16.55 | 17.40 | 11.23 | 16.85 | 22.08 | 0.10 | 2.62 |
| Sharpe Ratio | NA | -0.61 | -0.50 | 0.02 | 0.20 | NA | NA | … | … | 0.05 | -0.66 | -0.13 | -0.67 | 0.88 | 0.49 | 1.58 | -1.03 | 1.92 | 0.53 | 0.30 | 0.20 | 2.06 | 1.47 | 0.16 | 0.81 | 2.22 | 0.07 | 1.05 | 1.49 | 1.53 | 2.21 | 3.59 | -0.23 | 0.06 |
| Standard Deviation(%) | NA | 10.29 | 12.34 | 13.82 | 11.75 | NA | NA | … | … | 4.70 | 10.33 | 13.10 | 13.46 | 11.60 | 19.04 | 9.51 | 10.20 | 6.10 | 10.84 | 8.82 | 7.38 | 7.02 | 7.40 | 14.69 | 10.88 | 10.35 | 4.30 | 12.89 | 9.47 | 5.93 | 7.21 | 5.95 | 4.39 | 5.10 |
| Draw Down(%) | NA | 9.45 | 17.05 | 24.24 | 24.24 | NA | NA | … | … | 0.31 | 9.45 | 13.44 | 15.95 | 6.50 | 24.24 | 5.97 | 16.72 | 2.94 | 6.91 | 7.52 | 7.16 | 3.44 | 6.94 | 13.48 | 8.57 | 5.16 | 2.96 | 9.89 | 12.27 | 4.71 | 8.03 | 3.81 | 5.14 | 6.26 |
| Yield(%) | NA | 7.47 | 6.64 | 5.40 | 5.44 | NA | NA | … | … | NA | 1.08 | 7.24 | 3.14 | 8.52 | 3.58 | 4.18 | 7.17 | 5.97 | 5.93 | 6.74 | 1.98 | 2.22 | 1.64 | 3.21 | 2.61 | 3.37 | 4.38 | 13.67 | 22.08 | 5.91 | 3.30 | 3.36 | 5.27 | 5.00 |
Data as of 10/31/2024, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| First Allmerica Financial Life Delaware Medallion I (NY) X B Shares Tactical Asset Allocation Modera |
-1.86%
Dec 2021 – Dec 2024 |
0.73%
Mar 2015 – Mar 2020 |
3.44%
Oct 2013 – Oct 2023 |
5.14%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| First Allmerica Financial Life Delaware Medallion I (NY) X B Shares Tactical Asset Allocation Modera |
20.53%
Apr 2003 – Apr 2006 |
17.40%
Oct 2002 – Oct 2007 |
13.41%
Mar 2003 – Mar 2013 |
11.26%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart