Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AXA Equitable Accumulator Select Variable Annuity Strategic Asset Allocation - Optimal Moderate | NA | -7.78% | 8.00% | 6.49% | 6.08% | 4.79% | 6.15% | 6.23% |
Data as of 04/29/2022, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AXA Equitable Accumulator Select Variable Annuity Strategic Asset Allocation - Optimal Moderate | 12/31/2000 | 07/12/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.94 | -7.78 | 8.00 | 6.49 | 6.08 | 4.79 | 6.15 | 6.23 | -12.86 | 6.00 | 22.95 | 15.70 | -2.57 | 6.48 | 2.62 | 1.63 | 1.74 | 15.28 | 11.28 | 0.35 | 15.44 | 17.55 | -25.25 | 6.97 | 8.94 | 3.68 | 16.09 | 26.97 | -2.47 | 4.44 |
| Sharpe Ratio | NA | -1.10 | 0.40 | 0.39 | 0.58 | NA | NA | 0.46 | -1.11 | 0.63 | 1.19 | 3.16 | -0.36 | 1.16 | 0.35 | 0.18 | 0.24 | 2.24 | 1.50 | 0.02 | 1.33 | 1.10 | -1.23 | 0.43 | 0.70 | 0.22 | 1.76 | 3.11 | -0.34 | 0.26 |
| Standard Deviation(%) | NA | 10.32 | 13.42 | 11.66 | 9.65 | NA | NA | 10.95 | 11.78 | 9.49 | 19.08 | 4.52 | 10.79 | 5.05 | 6.92 | 8.69 | 7.06 | 6.79 | 7.48 | 15.84 | 11.54 | 15.86 | 21.30 | 9.20 | 8.05 | 6.90 | 8.61 | 8.46 | 10.48 | 8.15 |
| Draw Down(%) | NA | 14.50 | 22.06 | 22.06 | 22.06 | NA | NA | 37.75 | 14.50 | 7.01 | 22.06 | 1.57 | 11.28 | 3.37 | 6.78 | 7.18 | 5.07 | 5.53 | 5.91 | 14.78 | 9.36 | 16.30 | 34.31 | 5.73 | 8.98 | 5.54 | 7.53 | 6.48 | 15.00 | 10.36 |
| Yield(%) | NA | 4.42 | 3.20 | 2.73 | 3.13 | NA | NA | 3.44 | 0.67 | 4.29 | 3.10 | 2.78 | 3.43 | 0.29 | 3.33 | 5.17 | 4.00 | 2.54 | 3.36 | 2.30 | 3.63 | 2.05 | 2.53 | 5.40 | 5.22 | 2.14 | 4.49 | 5.79 | 2.92 | 2.74 |
Data as of 04/29/2022, 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 |
|---|---|---|---|---|
| AXA Equitable Accumulator Select Variable Annuity Strategic Asset Allocation - Optimal Moderate |
-9.00%
Feb 2006 - Feb 2009 |
-2.13%
Feb 2004 - Feb 2009 |
3.86%
Oct 2007 - Oct 2017 |
4.14%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AXA Equitable Accumulator Select Variable Annuity Strategic Asset Allocation - Optimal Moderate |
17.98%
Mar 2003 - Mar 2006 |
14.63%
Feb 2009 - Feb 2014 |
8.58%
Feb 2009 - Feb 2019 |
7.18%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart