Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Keyport Life Insurance Company PREFERRED ADVISOR X B SHARES Tactical Asset Allocation Moderate | NA | 12.09% | 7.83% | 6.06% | 8.38% | NA | NA | 7.89% |
Data as of 10/31/2012, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Keyport Life Insurance Company PREFERRED ADVISOR X B SHARES Tactical Asset Allocation Moderate | 12/31/2000 | 01/24/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.14 | 12.09 | 7.83 | 6.06 | 8.38 | NA | NA | 7.89 | 3.56 | 13.12 | -2.18 | 10.64 | 11.93 | 4.79 | 7.92 | 14.62 | 4.69 | 11.19 | 11.46 | -4.75 | 6.74 |
| Sharpe Ratio | NA | 1.34 | 0.70 | 0.80 | 0.85 | NA | NA | 0.71 | 0.55 | 1.40 | -0.14 | 0.95 | 1.23 | 0.64 | 0.45 | 1.33 | 0.40 | 1.33 | 1.48 | -0.91 | 0.79 |
| Standard Deviation(%) | NA | 9.27 | 12.06 | 10.70 | 9.57 | NA | NA | 9.08 | 6.49 | 9.31 | 15.25 | 11.15 | 9.63 | 6.03 | 10.98 | 8.57 | 6.27 | 7.72 | 7.29 | 6.47 | 5.63 |
| Draw Down(%) | NA | 7.57 | 15.76 | 15.76 | 15.76 | NA | NA | 15.76 | 0.25 | 7.57 | 15.76 | 8.46 | 6.07 | 4.00 | 7.78 | 9.39 | 4.80 | 7.62 | 5.34 | 9.25 | 5.02 |
| Yield(%) | NA | 5.03 | 3.37 | 3.59 | 4.89 | NA | NA | 0.00 | 0.00 | 5.35 | 2.03 | 2.97 | 3.66 | 4.07 | 11.46 | 9.22 | 3.56 | 3.27 | 3.35 | 4.63 | 5.89 |
Data as of 10/31/2012, 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 |
|---|---|---|---|---|
| Keyport Life Insurance Company PREFERRED ADVISOR X B SHARES Tactical Asset Allocation Moderate |
2.21%
Oct 2001 - Oct 2004 |
5.68%
Oct 2001 - Oct 2006 |
6.43%
Oct 2001 - Oct 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Keyport Life Insurance Company PREFERRED ADVISOR X B SHARES Tactical Asset Allocation Moderate |
13.40%
Oct 2004 - Oct 2007 |
10.74%
Oct 2002 - Oct 2007 |
8.71%
Apr 2001 - Apr 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart