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 Asset Allocation Composite Moderate | NA | 13.22% | -0.42% | 3.13% | 5.09% | 5.75% | 6.55% | 8.30% |
Data as of 11/29/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| American Legacy Shareholders Advantage Variable Annuity Asset Allocation Composite Moderate | 12/31/2000 | 02/28/2025 |
| 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 (%) | 0.95 | 13.22 | -0.42 | 3.13 | 5.09 | 5.75 | 6.55 | 8.30 | NA | 4.39 | 12.03 | -20.11 | 6.15 | 10.59 | 18.51 | -3.31 | 17.12 | 7.87 | -0.20 | 4.83 | 14.39 | 9.37 | -1.58 | 7.67 | 14.14 | 1.09 | 11.14 | 10.31 | 7.02 | 12.40 | 35.02 | 13.00 | 5.17 |
| Sharpe Ratio | NA | -0.26 | -0.57 | 0.03 | 0.40 | NA | NA | 0.91 | 0.16 | -0.31 | 1.29 | -2.51 | 0.87 | 1.40 | 2.36 | -0.46 | 3.84 | 1.11 | -0.03 | 0.69 | 2.13 | 1.87 | -0.18 | 1.07 | 1.95 | 0.02 | 0.90 | 1.01 | 0.81 | 1.43 | 4.45 | 2.53 | 0.69 |
| Standard Deviation(%) | NA | 7.03 | 7.20 | 7.15 | 7.31 | NA | NA | 7.13 | 6.37 | 7.09 | 6.03 | 8.56 | 7.02 | 7.39 | 7.26 | 10.08 | 4.29 | 6.90 | 6.87 | 6.96 | 6.74 | 4.99 | 9.05 | 7.10 | 7.22 | 7.34 | 9.10 | 6.99 | 5.99 | 8.03 | 7.71 | 4.70 | 4.14 |
| Draw Down(%) | NA | 5.32 | 17.25 | 20.85 | 20.85 | NA | NA | 20.85 | 1.71 | 4.96 | 4.60 | 20.59 | 4.93 | 10.78 | 3.83 | 11.50 | 1.60 | 4.39 | 6.50 | 5.52 | 5.62 | 3.78 | 10.01 | 7.65 | 3.82 | 6.51 | 7.13 | 7.78 | 4.74 | 6.88 | 5.09 | 3.21 | 3.32 |
| Yield(%) | NA | 3.87 | 4.02 | 4.09 | 4.25 | NA | NA | 4.16 | NA | 0.51 | 4.38 | 2.00 | 5.35 | 3.55 | 5.26 | 5.71 | 5.09 | 3.90 | 2.44 | 5.61 | 4.87 | 2.22 | 2.58 | 2.77 | 3.57 | 2.86 | 7.33 | 5.39 | 2.72 | 2.66 | 3.86 | 5.23 | 5.84 |
Data as of 11/29/2024, 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 |
|---|---|---|---|---|
| American Legacy Shareholders Advantage Variable Annuity Asset Allocation Composite Moderate |
-2.24%
Dec 2021 - Dec 2024 |
1.33%
Jan 2018 - Jan 2023 |
4.17%
Oct 2013 - Oct 2023 |
5.22%
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 Asset Allocation Composite Moderate |
19.69%
Dec 2001 - Dec 2004 |
16.46%
Oct 2002 - Oct 2007 |
11.82%
Apr 2001 - Apr 2011 |
10.06%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart