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Performance Comparison
Comparison Box

Portfolio Performance Comparison
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%
Data as of 11/29/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
Name Start Date End Date
Ameritas Advisor VUL 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 (%) 1.34 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
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
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