Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Prudential Annuities Life Assurance Corp LIFEVEST PERSONAL SECURITY ANNUITY X B SHARES Tactical Asset Allocation Moderate | NA | 11.42% | 2.20% | 9.17% | 8.16% | 8.44% | 8.86% | 9.53% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Prudential Annuities Life Assurance Corp LIFEVEST PERSONAL SECURITY ANNUITY 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 | 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 (%) | -0.92 | 11.42 | 2.20 | 9.17 | 8.16 | 8.44 | 8.86 | 9.53 | NA | 10.69 | 13.89 | -12.02 | 18.23 | 27.84 | 16.59 | -2.50 | 11.67 | 13.46 | -2.28 | 4.05 | 12.93 | 11.14 | 0.87 | 13.27 | 23.57 | -2.10 | 8.12 | 19.63 | 1.94 | 14.53 | 24.04 | 4.61 | 7.42 |
| Sharpe Ratio | NA | 0.30 | 0.15 | 0.54 | 0.58 | NA | NA | 0.78 | 0.06 | 0.20 | 1.09 | -0.99 | 1.43 | 1.37 | 2.20 | -0.38 | 1.97 | 1.52 | -0.26 | 0.52 | 1.70 | 1.29 | 0.05 | 1.07 | 2.00 | -0.47 | 0.49 | 1.98 | -0.03 | 1.56 | 3.78 | 0.62 | 0.84 |
| Standard Deviation(%) | NA | 20.34 | 14.67 | 15.80 | 12.57 | NA | NA | 10.72 | 11.84 | 20.39 | 8.86 | 13.50 | 12.78 | 20.14 | 6.90 | 10.08 | 5.60 | 8.72 | 8.78 | 7.72 | 7.60 | 8.62 | 15.54 | 12.31 | 11.71 | 6.40 | 10.44 | 8.28 | 7.48 | 8.69 | 6.18 | 5.61 | 6.09 |
| Draw Down(%) | NA | 12.78 | 12.90 | 19.91 | 19.91 | NA | NA | 19.91 | 0.93 | 12.78 | 6.32 | 18.61 | 7.50 | 19.91 | 3.21 | 11.07 | 3.05 | 6.94 | 10.58 | 6.29 | 7.76 | 6.06 | 13.60 | 8.07 | 4.94 | 8.03 | 6.78 | 6.26 | 6.83 | 10.01 | 3.46 | 3.53 | 4.46 |
| Yield(%) | NA | 2.62 | 6.27 | 6.14 | 6.02 | NA | NA | 0.00 | NA | 1.31 | 2.66 | 5.48 | 9.57 | 5.33 | 10.92 | 6.65 | 5.60 | 5.31 | 5.63 | 4.87 | 2.20 | 4.27 | 2.27 | 3.31 | 4.91 | 7.49 | 10.85 | 7.16 | 5.06 | 6.02 | 5.72 | 4.66 | 8.52 |
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 |
|---|---|---|---|---|
| Prudential Annuities Life Assurance Corp LIFEVEST PERSONAL SECURITY ANNUITY X B SHARES Tactical Asset Allocation Moderate |
2.42%
Feb 2013 - Feb 2016 |
3.49%
Feb 2011 - Feb 2016 |
6.27%
Mar 2010 - Mar 2020 |
7.98%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Prudential Annuities Life Assurance Corp LIFEVEST PERSONAL SECURITY ANNUITY X B SHARES Tactical Asset Allocation Moderate |
20.79%
Dec 2018 - Dec 2021 |
14.80%
Feb 2016 - Feb 2021 |
12.08%
Apr 2001 - Apr 2011 |
10.42%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart