Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Minnesota Life Insurance Company MULTIOPTION SELECT B SHARES Strategic Asset Allocation - Equal Weight Moderate | NA | 30.02% | 8.45% | 12.54% | 9.57% | 9.21% | 8.00% | 7.42% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Minnesota Life Insurance Company MULTIOPTION SELECT B SHARES Strategic Asset Allocation - Equal Weight 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 (%) | -0.91 | 30.02 | 8.45 | 12.54 | 9.57 | 9.21 | 8.00 | 7.42 | NA | 21.16 | 17.52 | -10.00 | 11.24 | 22.07 | 20.29 | -0.71 | 13.00 | 3.91 | 1.84 | 3.41 | 16.10 | 10.72 | -4.49 | 14.53 | 25.48 | -26.38 | 12.20 | 9.13 | 9.80 | 8.21 | 20.65 | -8.56 | -2.22 |
| Sharpe Ratio | NA | 1.54 | 0.48 | 0.67 | 0.71 | NA | NA | 0.52 | 0.08 | 1.44 | 1.46 | -0.84 | 1.13 | 1.02 | 2.16 | -0.18 | 2.38 | 0.44 | 0.20 | 0.42 | 2.41 | 1.28 | -0.29 | 1.19 | 1.64 | -1.26 | 0.86 | 0.87 | 1.08 | 1.04 | 2.40 | -0.81 | -0.46 |
| Standard Deviation(%) | NA | 10.15 | 11.08 | 13.59 | 11.42 | NA | NA | 11.48 | 11.59 | 10.14 | 9.07 | 13.47 | 9.88 | 21.36 | 8.74 | 11.19 | 5.20 | 8.34 | 9.20 | 8.09 | 6.68 | 8.31 | 15.75 | 12.17 | 15.48 | 21.73 | 10.66 | 6.75 | 7.06 | 6.98 | 8.32 | 11.92 | 9.90 |
| Draw Down(%) | NA | 7.22 | 14.19 | 20.40 | 20.40 | NA | NA | 35.43 | 0.95 | 7.22 | 5.17 | 14.83 | 4.98 | 20.40 | 4.80 | 13.24 | 1.92 | 8.61 | 7.07 | 5.71 | 3.50 | 5.84 | 15.65 | 10.01 | 11.25 | 34.92 | 6.52 | 6.11 | 3.79 | 5.62 | 6.32 | 14.86 | 14.75 |
| Yield(%) | NA | 2.90 | 3.94 | 5.13 | 5.38 | NA | NA | 3.48 | NA | 0.61 | 3.00 | 1.72 | 7.39 | 10.11 | 3.71 | 3.08 | 5.59 | 6.04 | 11.86 | 1.91 | 3.17 | 0.72 | 1.47 | 0.15 | 0.52 | 0.72 | 3.74 | 6.46 | 1.60 | 1.37 | 0.32 | 2.49 | 2.33 |
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 |
|---|---|---|---|---|
| Minnesota Life Insurance Company MULTIOPTION SELECT B SHARES Strategic Asset Allocation - Equal Weight Moderate |
-5.58%
Feb 2006 - Feb 2009 |
-0.17%
Feb 2004 - Feb 2009 |
4.38%
Oct 2007 - Oct 2017 |
4.93%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Minnesota Life Insurance Company MULTIOPTION SELECT B SHARES Strategic Asset Allocation - Equal Weight Moderate |
17.77%
Dec 2018 - Dec 2021 |
13.71%
Feb 2009 - Feb 2014 |
10.09%
Sep 2011 - Sep 2021 |
10.19%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart