Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AMI Benefit 410k Strategic Asset Allocation - Equal Weight Moderate | NA | 23.29% | 2.97% | 5.11% | 5.06% | 6.46% | 6.42% | 7.24% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMI Benefit 410k 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 (%) | -1.28 | 23.29 | 2.97 | 5.11 | 5.06 | 6.46 | 6.42 | 7.24 | NA | 3.69 | 13.13 | -12.75 | 9.92 | 8.52 | 18.20 | -6.46 | 8.45 | 4.89 | 1.38 | 6.29 | 8.38 | 14.93 | 0.70 | 13.10 | 28.67 | -19.14 | 5.79 | 14.16 | 7.98 | 12.27 | 21.29 | -1.82 | 12.33 |
| Sharpe Ratio | NA | -0.22 | -0.24 | 0.13 | 0.27 | NA | NA | 0.55 | 0.03 | -0.33 | 0.99 | -1.07 | 1.04 | 0.43 | 2.42 | -0.87 | 1.68 | 0.54 | 0.16 | 1.02 | 1.30 | 2.53 | 0.05 | 1.34 | 1.80 | -1.13 | 0.33 | 2.04 | 1.10 | 1.86 | 3.62 | -0.33 | 1.00 |
| Standard Deviation(%) | NA | 8.75 | 10.52 | 12.57 | 10.42 | NA | NA | 10.00 | 6.79 | 8.81 | 8.98 | 13.21 | 9.51 | 19.10 | 6.93 | 8.89 | 4.67 | 8.69 | 8.60 | 6.16 | 6.41 | 5.87 | 12.44 | 9.68 | 15.90 | 17.81 | 8.40 | 5.34 | 5.29 | 6.11 | 5.69 | 8.99 | 10.02 |
| Draw Down(%) | NA | 7.19 | 16.69 | 25.10 | 25.10 | NA | NA | 32.20 | 0.46 | 7.19 | 7.94 | 18.10 | 5.51 | 25.10 | 2.49 | 12.02 | 4.64 | 7.53 | 7.93 | 4.27 | 7.40 | 4.60 | 13.14 | 7.19 | 15.25 | 31.51 | 5.81 | 4.76 | 3.62 | 6.20 | 4.50 | 15.08 | 12.53 |
| Yield(%) | NA | 4.89 | 5.04 | 5.09 | 4.95 | NA | NA | 5.29 | NA | 0.84 | 4.93 | 3.08 | 6.49 | 5.20 | 5.22 | 4.07 | 0.50 | 4.99 | 9.63 | 4.87 | 5.90 | 6.19 | 3.68 | 5.20 | 5.58 | 6.49 | 9.39 | 7.10 | 3.94 | 3.82 | 4.66 | 3.62 | 6.19 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-5.29%
Feb 2006 - Feb 2009 |
0.68%
Feb 2004 - Feb 2009 |
3.55%
Oct 2013 - Oct 2023 |
4.58%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMI Benefit 410k Strategic Asset Allocation - Equal Weight Moderate |
19.98%
Feb 2009 - Feb 2012 |
15.79%
Feb 2009 - Feb 2014 |
9.67%
Mar 2003 - Mar 2013 |
8.56%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart