Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Ameritas Advisor VUL Strategic Asset Allocation - Equal Weight Moderate | NA | 16.82% | 8.97% | 9.69% | 8.03% | 7.97% | 7.27% | 7.94% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Ameritas Advisor VUL 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 (%) | -1.09 | 16.82 | 8.97 | 9.69 | 8.03 | 7.97 | 7.27 | 7.94 | NA | 6.71 | 28.61 | -8.36 | 11.96 | 7.69 | 17.62 | -7.04 | 7.83 | 5.83 | 13.07 | 2.58 | 4.89 | 11.35 | 2.38 | 12.93 | 26.30 | -24.46 | 9.10 | 12.92 | 8.25 | 15.06 | 26.49 | -1.72 | 5.42 |
| Sharpe Ratio | NA | 0.12 | 0.31 | 0.47 | 0.53 | NA | NA | 0.62 | 0.02 | 0.02 | 1.18 | -0.87 | 1.47 | 0.49 | 2.90 | -1.17 | 1.60 | 0.75 | 0.70 | 0.50 | 0.79 | 2.25 | 0.25 | 1.39 | 1.80 | -1.52 | 0.78 | 1.55 | 1.19 | 2.09 | 5.62 | -0.48 | 0.45 |
| Standard Deviation(%) | NA | 6.67 | 14.07 | 13.38 | 11.85 | NA | NA | 10.08 | 5.02 | 6.69 | 20.62 | 11.21 | 8.12 | 15.34 | 5.58 | 7.14 | 4.49 | 7.53 | 18.75 | 5.11 | 6.16 | 5.01 | 9.44 | 9.21 | 14.54 | 16.75 | 7.85 | 6.23 | 5.12 | 6.75 | 4.59 | 5.91 | 6.90 |
| Draw Down(%) | NA | 4.74 | 13.79 | 21.29 | 21.29 | NA | NA | 34.65 | 0.31 | 4.74 | 5.77 | 13.79 | 4.92 | 21.29 | 2.67 | 11.48 | 2.11 | 5.92 | 6.33 | 4.85 | 7.61 | 4.42 | 9.55 | 7.05 | 12.79 | 34.14 | 6.11 | 6.74 | 4.10 | 8.11 | 2.57 | 10.85 | 8.27 |
| Yield(%) | NA | 3.48 | 6.02 | 4.54 | 3.63 | NA | NA | 4.44 | NA | 1.14 | 4.70 | 6.01 | 7.17 | 2.12 | 2.33 | 2.97 | 0.55 | 3.27 | 3.58 | 3.64 | 3.72 | 4.58 | 4.75 | 3.94 | 4.20 | 5.22 | 6.93 | 6.52 | 6.62 | 4.81 | 4.55 | 4.53 | 4.18 |
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 |
|---|---|---|---|---|
| Ameritas Advisor VUL Strategic Asset Allocation - Equal Weight Moderate |
-5.97%
Feb 2006 - Feb 2009 |
0.49%
Feb 2004 - Feb 2009 |
4.83%
Sep 2012 - Sep 2022 |
4.58%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Ameritas Advisor VUL Strategic Asset Allocation - Equal Weight Moderate |
18.63%
Feb 2009 - Feb 2012 |
14.80%
Oct 2002 - Oct 2007 |
9.36%
Mar 2003 - Mar 2013 |
9.54%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart