Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Nationwide YourLife Survivorship VUL Strategic Asset Allocation - Equal Weight Moderate | NA | 7.04% | 0.23% | 4.85% | 4.25% | 6.48% | 5.73% | 6.20% |
Data as of 04/30/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Nationwide YourLife Survivorship VUL Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 07/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 (%) | -0.14 | 7.04 | 0.23 | 4.85 | 4.25 | 6.48 | 5.73 | 6.20 | 5.68 | 8.91 | -11.64 | 9.09 | 13.49 | 15.51 | -6.32 | 10.34 | 5.09 | -2.76 | 4.57 | 6.95 | 11.20 | -0.19 | 13.34 | 25.62 | -23.05 | 9.84 | 14.97 | 6.50 | 13.67 | 26.17 | 0.34 | 3.53 |
| Sharpe Ratio | NA | 0.68 | -0.11 | 0.33 | 0.32 | NA | NA | 0.53 | 0.52 | 0.56 | -1.11 | 1.03 | 0.68 | 2.68 | -0.91 | 1.93 | 0.58 | -0.29 | 0.72 | 1.17 | 2.10 | -0.02 | 1.29 | 1.59 | -1.30 | 0.74 | 1.86 | 0.83 | 2.09 | 5.11 | -0.11 | 0.21 |
| Standard Deviation(%) | NA | 7.49 | 9.20 | 11.88 | 9.98 | NA | NA | 9.69 | 6.90 | 8.28 | 11.76 | 8.76 | 19.53 | 5.26 | 8.41 | 5.04 | 8.42 | 9.49 | 6.32 | 5.92 | 5.31 | 11.21 | 10.29 | 16.05 | 18.45 | 9.22 | 6.27 | 5.22 | 6.09 | 4.98 | 6.83 | 5.90 |
| Draw Down(%) | NA | 7.78 | 18.64 | 24.85 | 24.85 | NA | NA | 36.98 | 3.81 | 8.19 | 18.64 | 6.53 | 24.85 | 2.59 | 10.84 | 3.16 | 6.73 | 11.77 | 5.63 | 5.69 | 4.34 | 12.26 | 7.80 | 17.67 | 35.63 | 7.15 | 7.62 | 4.06 | 7.59 | 3.41 | 11.99 | 7.91 |
| Yield(%) | NA | 3.96 | 3.51 | 3.69 | 3.59 | NA | NA | 4.26 | 0.88 | 3.56 | 3.23 | 2.86 | 3.79 | 4.25 | 4.52 | 0.24 | 2.82 | 4.92 | 5.04 | 3.03 | 3.74 | 3.59 | 3.70 | 4.33 | 7.84 | 7.54 | 5.26 | 4.38 | 3.73 | 4.62 | 4.33 | 5.70 |
Data as of 04/30/2024, 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 |
|---|---|---|---|---|
| Nationwide YourLife Survivorship VUL Strategic Asset Allocation - Equal Weight Moderate |
-6.47%
Feb 2006 - Feb 2009 |
-0.05%
Feb 2004 - Feb 2009 |
3.30%
Oct 2013 - Oct 2023 |
3.50%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Nationwide YourLife Survivorship VUL Strategic Asset Allocation - Equal Weight Moderate |
19.30%
Feb 2009 - Feb 2012 |
15.69%
Oct 2002 - Oct 2007 |
9.26%
Sep 2002 - Sep 2012 |
7.89%
Oct 2002 - Oct 2017 |
Annualized Rolling Returns Comparison Chart