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Ameritas Life Insurance Corp AMERITAS NO-LOAD VARIABLE ANNUITY C SHARES Strategic Asset Allocation - Equal Weight Moderate
0.07%July 30 | MyPlanIQ portfolio symbol P_24218

  • Portfolio Overview
  • Holdings
  • Performance
  • Calculators
  • Rolling Returns
  • Drawdowns

Holdings




Historical Performance


Ameritas Life Insurance Corp AMERITAS NO-LOAD VARIABLE ANNUITY C SHARES Strategic Asset Allocation - Equal Weight Moderate Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Ameritas Life Insurance Corp AMERITAS NO-LOAD VARIABLE ANNUITY C SHARES Strategic Asset Allocation - Equal Weight Moderate NA 11.77% 2.03% 5.23% 4.62% 7.06% 5.57% 5.68%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 22.54% 7.90% 13.13% 12.30% 14.48% 9.90% 8.09%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 10.20% 1.08% 5.73% 5.55% 7.70% 5.94% 5.42%
Data as of 04/30/2024, AR inception is 12/31/2000

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Ameritas Life Insurance Corp AMERITAS NO-LOAD VARIABLE ANNUITY C SHARES Strategic Asset Allocation - Equal Weight Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for Ameritas Life Insurance Corp AMERITAS NO-LOAD VARIABLE ANNUITY C SHARES Strategic Asset Allocation - Equal Weight Moderate

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Retirement Spending Calculator for Ameritas Life Insurance Corp AMERITAS NO-LOAD VARIABLE ANNUITY C SHARES Strategic Asset Allocation - Equal Weight Moderate

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Rolling Returns


From 12/31/2000 to 07/30/2024, the worst annualized return of 3-year rolling returns for Ameritas Life Insurance Corp AMERITAS NO-LOAD VARIABLE ANNUITY C SHARES Strategic Asset Allocation - Equal Weight Moderate is -7.73%.
From 12/31/2000 to 07/30/2024, the worst annualized return of 5-year rolling returns for Ameritas Life Insurance Corp AMERITAS NO-LOAD VARIABLE ANNUITY C SHARES Strategic Asset Allocation - Equal Weight Moderate is -1.52%.
From 12/31/2000 to 07/30/2024, the worst annualized return of 10-year rolling returns for Ameritas Life Insurance Corp AMERITAS NO-LOAD VARIABLE ANNUITY C SHARES Strategic Asset Allocation - Equal Weight Moderate is 3.64%.
From 12/31/2000 to 07/30/2024, the worst annualized return of 20-year rolling returns for Ameritas Life Insurance Corp AMERITAS NO-LOAD VARIABLE ANNUITY C SHARES Strategic Asset Allocation - Equal Weight Moderate is 5.08%.

Maximum Drawdown

Ameritas Life Insurance Corp AMERITAS NO-LOAD VARIABLE ANNUITY C SHARES Strategic Asset Allocation - Equal Weight Moderate Maximum Drawdown