Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| American Legacy Shareholders Advantage Variable Annuity Strategic Asset Allocation - Optimal Moderate | -0.83% | -0.14% | 2.05% | 7.84% | 6.01% | 5.97% | 6.02% | 6.51% |
Data as of 03/31/2025, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| American Legacy Shareholders Advantage Variable Annuity Strategic Asset Allocation - Optimal Moderate | 12/31/2000 | 06/04/2025 |
| 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 (%) | -2.11 | -0.14 | 2.05 | 7.84 | 6.01 | 5.97 | 6.02 | 6.51 | -0.83 | 6.04 | 17.12 | -20.53 | 10.01 | 21.46 | 19.33 | -4.10 | 12.67 | 3.51 | 5.43 | 0.31 | 13.35 | 11.04 | -4.39 | 11.01 | 23.65 | -24.65 | 13.22 | 13.13 | 8.09 | 11.37 | 20.21 | 3.11 | 3.41 |
| Sharpe Ratio | NA | 0.25 | 0.07 | 0.11 | 0.17 | NA | NA | 0.27 | 0.32 | 0.24 | 0.15 | -1.37 | 1.04 | 1.25 | 2.59 | -0.56 | 2.41 | 0.41 | 0.63 | 0.04 | 2.01 | 1.54 | -0.44 | 1.31 | 1.78 | -1.46 | 1.06 | 1.42 | 0.98 | 1.42 | 3.39 | 0.55 | 0.23 |
| Standard Deviation(%) | NA | 12.08 | 53.26 | 41.88 | 30.43 | NA | NA | 20.61 | 13.40 | 10.03 | 90.79 | 15.99 | 9.64 | 17.00 | 6.89 | 9.70 | 4.98 | 7.98 | 8.56 | 6.62 | 6.64 | 7.13 | 10.13 | 8.34 | 13.26 | 17.52 | 9.50 | 6.85 | 5.94 | 7.34 | 5.76 | 3.57 | 4.23 |
| Draw Down(%) | NA | 13.77 | 48.59 | 48.59 | 48.59 | NA | NA | 48.59 | 10.27 | 7.39 | 48.59 | 25.46 | 6.09 | 20.20 | 3.27 | 12.32 | 3.30 | 7.83 | 7.31 | 8.21 | 6.05 | 5.97 | 12.29 | 7.72 | 13.33 | 32.66 | 7.38 | 7.85 | 4.88 | 6.68 | 4.74 | 4.49 | 4.27 |
| Yield(%) | NA | 5.17 | 5.27 | 4.90 | 4.54 | NA | NA | 4.14 | NA | 0.56 | 5.19 | 2.26 | 7.83 | 4.45 | 4.70 | 4.92 | 0.23 | 2.86 | 8.31 | 5.25 | 3.14 | 1.32 | 2.58 | 2.16 | 3.82 | 2.84 | 8.20 | 5.81 | 3.83 | 2.56 | 3.90 | 3.95 | 4.49 |
Data as of 03/31/2025, 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 |
|---|---|---|---|---|
| American Legacy Shareholders Advantage Variable Annuity Strategic Asset Allocation - Optimal Moderate |
-4.88%
Feb 2006 - Feb 2009 |
0.71%
Feb 2004 - Feb 2009 |
4.19%
Oct 2007 - Oct 2017 |
3.84%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| American Legacy Shareholders Advantage Variable Annuity Strategic Asset Allocation - Optimal Moderate |
16.83%
Dec 2018 - Dec 2021 |
14.27%
Oct 2002 - Oct 2007 |
9.03%
Dec 2011 - Dec 2021 |
8.19%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart