Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AMI Benefit 410k Tactical Asset Allocation Moderate | NA | 25.62% | 0.21% | 4.45% | 4.38% | 5.52% | 6.60% | 7.56% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMI Benefit 410k 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 (%) | -1.48 | 25.62 | 0.21 | 4.45 | 4.38 | 5.52 | 6.60 | 7.56 | NA | 3.40 | 13.53 | -21.26 | 12.14 | 12.69 | 13.90 | -3.19 | 9.28 | 3.92 | -1.75 | 3.06 | 11.39 | 10.20 | -1.82 | 12.46 | 25.92 | -3.08 | 10.67 | 19.40 | 1.83 | 13.44 | 20.39 | 5.82 | 6.54 |
| Sharpe Ratio | NA | -0.26 | -0.43 | 0.06 | 0.21 | NA | NA | 0.68 | -0.02 | -0.31 | 0.84 | -1.38 | 1.20 | 1.44 | 2.57 | -0.59 | 1.85 | 0.79 | -0.26 | 0.40 | 1.50 | 2.34 | -0.17 | 0.99 | 2.72 | -0.88 | 0.78 | 2.15 | -0.05 | 1.57 | 3.60 | 1.80 | 1.16 |
| Standard Deviation(%) | NA | 10.38 | 12.88 | 11.64 | 9.22 | NA | NA | 8.41 | 9.70 | 10.44 | 11.07 | 16.35 | 10.08 | 8.66 | 4.86 | 7.67 | 4.68 | 4.69 | 6.84 | 7.56 | 7.56 | 4.34 | 11.10 | 12.50 | 9.49 | 4.57 | 9.81 | 7.51 | 7.43 | 7.99 | 5.47 | 2.62 | 3.66 |
| Draw Down(%) | NA | 8.98 | 23.48 | 25.97 | 25.97 | NA | NA | 25.97 | 0.97 | 8.97 | 11.31 | 25.97 | 5.58 | 10.48 | 2.30 | 10.40 | 3.49 | 3.68 | 8.42 | 5.17 | 7.25 | 3.46 | 12.43 | 9.82 | 4.37 | 8.02 | 6.91 | 6.20 | 5.58 | 7.25 | 2.95 | 1.60 | 2.77 |
| Yield(%) | NA | 4.65 | 5.94 | 5.52 | 5.12 | NA | NA | 4.98 | NA | 0.86 | 4.54 | 4.99 | 6.93 | 5.12 | 5.62 | 4.39 | 0.43 | 3.62 | 8.24 | 6.87 | 4.20 | 4.23 | 2.13 | 5.17 | 5.71 | 2.89 | 7.03 | 9.12 | 2.86 | 3.33 | 4.18 | 5.51 | 6.65 |
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 |
|---|---|---|---|---|
| AMI Benefit 410k Tactical Asset Allocation Moderate |
-2.59%
Dec 2021 - Dec 2024 |
1.14%
Sep 2017 - Sep 2022 |
2.51%
Oct 2013 - Oct 2023 |
4.75%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMI Benefit 410k Tactical Asset Allocation Moderate |
13.60%
Jul 2008 - Jul 2011 |
13.74%
Oct 2002 - Oct 2007 |
11.74%
Apr 2001 - Apr 2011 |
8.99%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart