Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RiverSource Life Insurance Co of NY RIVERSOURCE NY PERSONAL PORTFOLIO B SHARES Tactical Asset Allocation Moderate | NA | 10.79% | 1.14% | 4.39% | 4.86% | 6.63% | NA | 6.18% |
Data as of 09/29/2017, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RiverSource Life Insurance Co of NY RIVERSOURCE NY PERSONAL PORTFOLIO B SHARES Tactical Asset Allocation Moderate | 12/31/2000 | 12/29/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.41 | 10.79 | 1.14 | 4.39 | 4.86 | 6.63 | NA | 6.18 | 9.68 | 2.74 | -3.23 | 1.67 | 13.09 | 7.73 | 0.05 | 7.70 | 18.48 | -3.03 | 6.26 | 12.59 | 4.43 | 6.68 | 20.00 | -5.27 | 5.45 |
| Sharpe Ratio | NA | 2.81 | 0.50 | 0.88 | 0.92 | NA | NA | 0.85 | 2.84 | 0.77 | -0.45 | 0.30 | 2.59 | 2.13 | 0.00 | 0.85 | 2.80 | -1.45 | 0.32 | 1.40 | 0.41 | 0.83 | 3.82 | -1.21 | 0.88 |
| Standard Deviation(%) | NA | 3.19 | 4.96 | 5.09 | 5.52 | NA | NA | 5.93 | 3.19 | 3.29 | 7.27 | 5.52 | 5.03 | 3.61 | 5.51 | 8.95 | 6.57 | 2.74 | 10.23 | 6.65 | 5.47 | 6.90 | 5.05 | 5.24 | 3.58 |
| Draw Down(%) | NA | 1.35 | 8.32 | 10.53 | 10.53 | NA | NA | 10.53 | 1.35 | 3.45 | 7.05 | 6.26 | 3.20 | 3.52 | 5.58 | 8.06 | 3.52 | 4.18 | 8.07 | 7.28 | 4.38 | 6.75 | 3.31 | 9.17 | 2.14 |
| Yield(%) | NA | 4.74 | 3.76 | 3.57 | 3.37 | NA | NA | 3.82 | 4.73 | 1.95 | 4.62 | 4.24 | 2.23 | 5.81 | 3.36 | 2.31 | 3.27 | 1.21 | 2.71 | 4.65 | 2.66 | 2.60 | 5.16 | 3.67 | 5.97 |
Data as of 09/29/2017, 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 |
|---|---|---|---|---|
| RiverSource Life Insurance Co of NY RIVERSOURCE NY PERSONAL PORTFOLIO B SHARES Tactical Asset Allocation Moderate |
0.33%
Jun 2014 - Jun 2017 |
2.42%
Apr 2011 - Apr 2016 |
4.75%
May 2007 - May 2017 |
5.52%
Oct 2001 - Oct 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RiverSource Life Insurance Co of NY RIVERSOURCE NY PERSONAL PORTFOLIO B SHARES Tactical Asset Allocation Moderate |
10.91%
Jan 2003 - Jan 2006 |
10.84%
Oct 2002 - Oct 2007 |
7.91%
Nov 2002 - Nov 2012 |
6.85%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart