Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASSURANT 401(k) PLAN A&PLAN B Strategic Asset Allocation – Equal Weight Moderate | NA | 23.24% | 4.90% | 8.26% | 6.78% | 7.30% | 7.06% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASSURANT 401(k) PLAN A&PLAN B Strategic Asset Allocation – Equal Weight Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 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 (%) | -1.10 | 23.24 | 4.90 | 8.26 | 6.78 | 7.30 | 7.06 | … | … | 0.74 | 6.60 | 16.53 | -11.00 | 7.75 | 17.03 | 19.89 | -7.35 | 13.83 | 3.73 | 1.89 | 3.17 | 11.81 | 12.73 | -0.08 | 11.30 | 22.50 | -16.73 | 11.03 | 9.37 | 8.21 | 11.40 | 19.15 | -4.61 | 5.59 |
| Sharpe Ratio | NA | 0.20 | 0.00 | 0.37 | 0.48 | NA | NA | … | … | 0.10 | 0.00 | 1.49 | -0.94 | 0.82 | 0.94 | 2.77 | -0.92 | 3.14 | 0.43 | 0.22 | 0.45 | 1.93 | 2.33 | -0.01 | 1.20 | 1.86 | -1.15 | 1.02 | 0.96 | 1.17 | 1.53 | 2.62 | -0.61 | 0.41 |
| Standard Deviation(%) | NA | 8.49 | 10.23 | 12.05 | 10.08 | NA | NA | … | … | 7.13 | 8.55 | 8.24 | 13.13 | 9.45 | 17.96 | 6.67 | 9.46 | 4.20 | 8.15 | 8.54 | 6.96 | 6.11 | 5.44 | 10.83 | 9.31 | 12.04 | 15.39 | 7.84 | 6.38 | 5.14 | 6.82 | 7.04 | 9.36 | 7.91 |
| Draw Down(%) | NA | 6.24 | 16.51 | 21.83 | 21.83 | NA | NA | … | … | 0.48 | 6.24 | 7.41 | 16.96 | 5.45 | 21.83 | 3.32 | 13.87 | 1.81 | 7.71 | 8.31 | 5.45 | 5.92 | 4.27 | 11.55 | 7.41 | 12.70 | 27.01 | 4.73 | 7.13 | 3.29 | 5.64 | 6.28 | 14.46 | 8.26 |
| Yield(%) | NA | 4.54 | 4.58 | 4.10 | 3.88 | NA | NA | … | … | NA | 0.74 | 4.60 | 3.13 | 5.36 | 3.23 | 3.83 | 3.64 | 0.43 | 3.45 | 6.98 | 3.66 | 3.01 | 4.03 | 2.97 | 4.45 | 4.18 | 5.97 | 6.00 | 5.07 | 4.16 | 3.63 | 3.39 | 4.33 | 6.41 |
Data as of 10/31/2024, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASSURANT 401(k) PLAN A&PLAN B Strategic Asset Allocation – Equal Weight Moderate |
-3.03%
Feb 2006 – Feb 2009 |
1.67%
Feb 2004 – Feb 2009 |
5.03%
Mar 2010 – Mar 2020 |
5.06%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASSURANT 401(k) PLAN A&PLAN B Strategic Asset Allocation – Equal Weight Moderate |
16.04%
Feb 2009 – Feb 2012 |
13.47%
Feb 2009 – Feb 2014 |
8.93%
Mar 2003 – Mar 2013 |
8.70%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart