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 Asset Allocation Composite Moderate | NA | 17.53% | 1.66% | 5.53% | 6.64% | 7.76% | 7.96% | 9.80% |
Data as of 11/29/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AXA Equitable Accumulator Select 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 (%) | 1.32 | 17.53 | 1.66 | 5.53 | 6.64 | 7.76 | 7.96 | 9.80 | NA | 6.34 | 7.52 | -13.33 | 6.95 | 14.76 | 16.45 | -0.96 | 15.67 | 12.29 | -0.71 | 4.51 | 17.76 | 10.26 | -0.49 | 18.05 | 16.90 | -1.37 | 10.15 | 10.64 | 5.23 | 17.38 | 31.17 | 16.28 | 6.47 |
| Sharpe Ratio | NA | -0.09 | -0.12 | 0.23 | 0.51 | NA | NA | 0.87 | 0.19 | -0.03 | 0.39 | -1.55 | 0.63 | 1.65 | 2.13 | -0.23 | 2.77 | 1.64 | -0.10 | 0.63 | 2.29 | 1.20 | -0.03 | 1.66 | 1.50 | -0.25 | 0.77 | 0.89 | 0.44 | 1.75 | 3.61 | 2.07 | 0.66 |
| Standard Deviation(%) | NA | 9.50 | 8.76 | 9.40 | 8.60 | NA | NA | 9.00 | 7.83 | 9.75 | 8.31 | 9.47 | 10.97 | 8.79 | 7.08 | 9.96 | 5.43 | 7.39 | 7.43 | 7.10 | 7.74 | 8.49 | 15.49 | 10.79 | 11.22 | 9.31 | 9.29 | 8.31 | 6.97 | 9.39 | 8.44 | 7.32 | 6.29 |
| Draw Down(%) | NA | 7.42 | 13.83 | 21.92 | 21.92 | NA | NA | 21.92 | 2.28 | 6.65 | 7.39 | 14.02 | 6.68 | 13.00 | 3.53 | 10.34 | 1.59 | 4.07 | 6.48 | 5.33 | 5.99 | 7.00 | 15.27 | 8.98 | 6.13 | 8.41 | 6.12 | 9.16 | 4.94 | 7.87 | 5.31 | 3.28 | 5.29 |
| Yield(%) | NA | 4.83 | 3.19 | 3.41 | 4.19 | NA | NA | 4.54 | NA | 0.78 | 4.53 | 1.82 | 2.65 | 4.84 | 2.62 | 1.88 | 7.36 | 5.19 | 1.83 | 9.33 | 5.21 | 4.96 | 3.23 | 3.83 | 5.00 | 3.94 | 6.07 | 4.02 | 2.39 | 4.55 | 6.65 | 5.44 | 6.35 |
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 |
|---|---|---|---|---|
| AXA Equitable Accumulator Select Variable Annuity Asset Allocation Composite Moderate |
-2.28%
Apr 2021 - Apr 2024 |
2.36%
Sep 2018 - Sep 2023 |
5.09%
Oct 2013 - Oct 2023 |
7.09%
Feb 2008 - Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AXA Equitable Accumulator Select Variable Annuity Asset Allocation Composite Moderate |
21.43%
Dec 2001 - Dec 2004 |
16.66%
Apr 2002 - Apr 2007 |
13.67%
Apr 2001 - Apr 2011 |
11.22%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart