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 Strategic Asset Allocation - Equal Weight Moderate | NA | 21.30% | 3.37% | 7.05% | 5.80% | 6.65% | 6.06% | 6.62% |
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 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 (%) | -1.06 | 21.30 | 3.37 | 7.05 | 5.80 | 6.65 | 6.06 | 6.62 | NA | 4.91 | 13.23 | -10.16 | 10.11 | 13.90 | 21.82 | -7.08 | 7.58 | 4.22 | -0.57 | 5.98 | 7.83 | 12.37 | 0.87 | 11.25 | 24.17 | -18.71 | 4.22 | 13.71 | 2.46 | 11.24 | 22.35 | -0.08 | 4.63 |
| Sharpe Ratio | NA | -0.05 | -0.15 | 0.05 | 0.07 | NA | NA | 0.14 | 0.04 | -0.21 | 1.08 | -0.95 | 0.06 | 0.72 | 3.03 | -0.97 | 1.40 | 0.45 | -0.07 | 0.99 | 1.17 | 1.88 | 0.06 | 1.10 | 1.41 | -1.07 | 0.15 | 1.81 | 0.06 | 1.63 | 4.04 | -0.18 | 0.44 |
| Standard Deviation(%) | NA | 7.73 | 9.63 | 75.46 | 53.61 | NA | NA | 35.37 | 6.93 | 7.83 | 8.33 | 12.16 | 166.95 | 19.08 | 6.73 | 8.65 | 4.97 | 8.93 | 8.54 | 6.01 | 6.68 | 6.54 | 12.97 | 10.15 | 17.11 | 18.34 | 8.10 | 5.75 | 5.11 | 6.34 | 5.36 | 6.70 | 5.33 |
| Draw Down(%) | NA | 5.43 | 15.65 | 48.72 | 48.72 | NA | NA | 48.72 | 0.45 | 5.30 | 7.22 | 16.67 | 44.90 | 23.37 | 2.59 | 11.94 | 4.09 | 7.82 | 8.57 | 4.28 | 6.68 | 5.66 | 12.47 | 8.32 | 17.13 | 31.04 | 5.55 | 5.06 | 4.19 | 5.87 | 3.84 | 10.07 | 5.69 |
| Yield(%) | NA | 6.32 | 5.47 | 5.95 | 5.19 | NA | NA | 5.22 | NA | 3.90 | 2.98 | 3.61 | 5.74 | 5.60 | 8.56 | 4.49 | 0.35 | 4.28 | 8.49 | 4.62 | 3.00 | 5.12 | 2.79 | 3.61 | 4.42 | 9.04 | 9.65 | 5.71 | 5.21 | 4.56 | 4.55 | 4.10 | 5.77 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-13.97%
Jan 2021 - Jan 2024 |
-1.06%
Feb 2004 - Feb 2009 |
4.35%
Oct 2013 - Oct 2023 |
4.44%
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 Strategic Asset Allocation - Equal Weight Moderate |
30.19%
Jan 2018 - Jan 2021 |
21.08%
Jan 2016 - Jan 2021 |
12.37%
Jan 2011 - Jan 2021 |
10.02%
Jan 2006 - Jan 2021 |
Annualized Rolling Returns Comparison Chart