Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Sun Life REGATTA GOLD Annuity Tactical Asset Allocation Moderate | NA | -1.82% | 6.93% | 3.90% | 2.59% | 5.88% | 7.32% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Sun Life REGATTA GOLD Annuity Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | -0.25 | -1.82 | 6.93 | 3.90 | 2.59 | 5.88 | 7.32 | … | … | 0.60 | 4.97 | -1.23 | 11.81 | 10.67 | 3.69 | -7.14 | 7.61 | 10.01 | -7.17 | -1.45 | 14.85 | 14.32 | -2.74 | 6.83 | 34.27 | -6.30 | 20.46 | 14.93 | 8.14 | 18.22 | 35.50 | 11.96 | 5.47 |
| Sharpe Ratio | NA | 0.05 | 0.27 | 0.46 | 0.27 | NA | NA | … | … | 0.04 | 0.10 | -0.30 | 0.86 | 0.94 | 0.43 | -1.13 | 1.33 | 1.64 | -1.39 | -0.23 | 2.08 | 2.64 | -0.29 | 0.57 | 4.10 | -0.67 | 1.61 | 1.24 | 0.78 | 1.92 | 5.91 | 2.13 | 0.62 |
| Standard Deviation(%) | NA | 7.76 | 10.17 | 9.72 | 8.09 | NA | NA | … | … | 8.52 | 7.43 | 8.70 | 13.67 | 11.07 | 5.37 | 7.48 | 5.23 | 6.00 | 5.18 | 6.37 | 7.12 | 5.40 | 9.49 | 11.76 | 8.34 | 10.84 | 10.88 | 9.40 | 7.69 | 9.01 | 5.88 | 5.09 | 5.12 |
| Draw Down(%) | NA | 5.89 | 12.18 | 17.37 | 21.77 | NA | NA | … | … | 2.24 | 5.89 | 8.74 | 10.89 | 17.37 | 4.14 | 12.94 | 3.10 | 4.23 | 9.05 | 7.26 | 6.28 | 4.01 | 11.34 | 10.51 | 4.38 | 17.03 | 9.87 | 13.21 | 6.03 | 10.94 | 2.55 | 4.63 | 4.13 |
| Yield(%) | NA | 3.98 | 9.24 | 7.25 | 5.50 | NA | NA | … | … | 0.00 | 4.14 | 8.29 | 15.83 | 6.15 | 2.46 | 3.16 | 0.36 | 4.58 | 5.04 | 5.69 | 3.96 | 4.44 | 6.28 | 2.52 | 5.60 | 4.64 | 7.70 | 6.65 | 5.46 | 2.62 | 5.77 | 5.71 | 9.13 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| Sun Life REGATTA GOLD Annuity Tactical Asset Allocation Moderate |
-2.37%
Oct 2017 – Oct 2020 |
-0.61%
Mar 2015 – Mar 2020 |
2.39%
Apr 2010 – Apr 2020 |
4.62%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Sun Life REGATTA GOLD Annuity Tactical Asset Allocation Moderate |
22.15%
Jan 2003 – Jan 2006 |
20.62%
Feb 2003 – Feb 2008 |
14.90%
Apr 2001 – Apr 2011 |
10.89%
Aug 2001 – Aug 2016 |
Annualized Rolling Returns Comparison Chart