Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 11/29/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Ameritas Advisor VUL Asset Allocation Composite Moderate | NA | 14.13% | 0.23% | 4.44% | 4.78% | 6.07% | 7.12% | 8.58% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Ameritas Advisor VUL Asset Allocation Composite Moderate | 12/31/2000 | 02/28/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 11/29/2024.
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 (%) | 1.34 | 14.13 | 0.23 | 4.44 | 4.78 | 6.07 | 7.12 | 8.58 | NA | 5.56 | 3.23 | -13.05 | 10.41 | 12.33 | 20.78 | -6.31 | 11.42 | 7.90 | -4.34 | 5.43 | 13.95 | 9.83 | 0.92 | 10.82 | 18.72 | 4.83 | 5.80 | 15.66 | 8.06 | 16.52 | 24.99 | 10.22 | 6.83 |
| Sharpe Ratio | NA | -0.05 | -0.40 | 0.19 | 0.32 | NA | NA | 0.79 | 0.24 | -0.13 | -0.13 | -1.64 | 1.22 | 1.15 | 3.08 | -0.82 | 1.86 | 1.09 | -0.57 | 0.79 | 1.69 | 1.20 | 0.06 | 0.85 | 1.58 | 0.65 | 0.25 | 1.56 | 0.86 | 1.77 | 3.67 | 1.93 | 1.27 |
| Standard Deviation(%) | NA | 7.80 | 8.01 | 8.65 | 8.07 | NA | NA | 8.61 | 7.47 | 7.92 | 7.62 | 8.78 | 8.48 | 10.51 | 6.28 | 9.27 | 5.79 | 7.08 | 7.63 | 6.88 | 8.22 | 8.12 | 15.17 | 12.56 | 11.77 | 5.99 | 11.06 | 7.96 | 6.86 | 8.82 | 6.63 | 4.72 | 3.54 |
| Draw Down(%) | NA | 6.12 | 16.74 | 19.27 | 19.27 | NA | NA | 19.27 | 1.93 | 5.27 | 7.69 | 13.77 | 4.01 | 8.57 | 2.72 | 12.80 | 2.16 | 4.63 | 9.91 | 5.51 | 7.89 | 8.77 | 13.46 | 11.39 | 6.50 | 5.38 | 8.94 | 8.88 | 4.80 | 9.63 | 2.79 | 2.20 | 3.64 |
| Yield(%) | NA | 3.60 | 4.05 | 3.32 | 3.87 | NA | NA | 3.97 | NA | 0.95 | 3.21 | 4.97 | 3.43 | 1.69 | 2.58 | 4.56 | 4.18 | 3.21 | 3.84 | 6.58 | 3.45 | 4.86 | 3.12 | 3.36 | 3.31 | 2.60 | 5.97 | 7.00 | 4.36 | 3.79 | 3.21 | 2.37 | 4.67 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Ameritas Advisor VUL Asset Allocation Composite Moderate |
-2.12%
Apr 2021 - Apr 2024 |
2.58%
Dec 2013 - Dec 2018 |
3.56%
Oct 2013 - Oct 2023 |
5.58%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Ameritas Advisor VUL Asset Allocation Composite Moderate |
18.38%
Apr 2003 - Apr 2006 |
15.88%
May 2002 - May 2007 |
12.68%
Apr 2001 - Apr 2011 |
10.07%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart