Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Ameritas Advisor VUL Strategic Asset Allocation - Optimal Moderate | NA | 21.16% | 2.09% | 5.81% | 5.09% | 6.37% | 6.19% | 6.96% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Ameritas Advisor VUL Strategic Asset Allocation - Optimal Moderate | 12/31/2000 | 01/08/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| 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 (%) | -1.10 | 21.16 | 2.09 | 5.81 | 5.09 | 6.37 | 6.19 | 6.96 | NA | 8.58 | 8.59 | -11.85 | 9.67 | 12.26 | 17.30 | -6.82 | 12.63 | 5.18 | -1.57 | 3.72 | 9.88 | 12.98 | -3.59 | 16.33 | 25.49 | -27.05 | 9.81 | 16.02 | 12.18 | 16.57 | 31.32 | -3.51 | 1.73 |
| Sharpe Ratio | NA | 0.35 | -0.22 | 0.23 | 0.35 | NA | NA | 0.51 | 0.04 | 0.26 | 0.53 | -1.03 | 1.17 | 0.68 | 2.37 | -0.87 | 2.68 | 0.61 | -0.20 | 0.59 | 1.49 | 1.81 | -0.25 | 1.38 | 1.42 | -1.25 | 0.70 | 1.67 | 1.68 | 2.14 | 4.86 | -0.58 | -0.08 |
| Standard Deviation(%) | NA | 7.59 | 9.82 | 11.55 | 9.73 | NA | NA | 10.52 | 6.31 | 7.64 | 8.19 | 12.81 | 8.23 | 17.58 | 6.70 | 9.30 | 4.48 | 8.10 | 7.99 | 6.26 | 6.60 | 7.16 | 14.36 | 11.76 | 17.93 | 22.42 | 9.71 | 7.64 | 5.96 | 7.30 | 6.31 | 8.01 | 7.43 |
| Draw Down(%) | NA | 4.98 | 18.98 | 22.43 | 22.43 | NA | NA | 40.32 | 0.50 | 4.98 | 7.72 | 19.67 | 4.33 | 22.43 | 3.33 | 13.35 | 1.83 | 6.88 | 8.53 | 5.67 | 7.46 | 6.23 | 16.26 | 9.37 | 17.22 | 38.16 | 7.01 | 9.26 | 4.72 | 8.80 | 3.60 | 13.27 | 10.25 |
| Yield(%) | NA | 3.80 | 6.18 | 4.69 | 4.37 | NA | NA | 4.63 | NA | 0.56 | 5.26 | 5.23 | 7.76 | 2.01 | 2.63 | 4.57 | 4.42 | 3.21 | 3.38 | 5.45 | 5.34 | 3.82 | 3.98 | 4.42 | 3.31 | 4.34 | 7.39 | 9.26 | 5.90 | 4.94 | 4.08 | 1.45 | 3.81 |
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 - Optimal Moderate |
-7.90%
Feb 2006 - Feb 2009 |
0.36%
Feb 2004 - Feb 2009 |
3.67%
Oct 2013 - Oct 2023 |
3.52%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Ameritas Advisor VUL Strategic Asset Allocation - Optimal Moderate |
22.06%
Mar 2003 - Mar 2006 |
17.39%
Oct 2002 - Oct 2007 |
10.25%
Mar 2003 - Mar 2013 |
8.79%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart