Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| American Maturity Life Ins Co AARP VARIABLE ANNUITY X B SHARES Tactical Asset Allocation Moderate | NA | 10.78% | 7.87% | 9.10% | 7.66% | 8.08% | NA | … | … |
Data as of 07/31/2017, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| American Maturity Life Ins Co AARP VARIABLE ANNUITY X B SHARES Tactical Asset Allocation Moderate | 12/31/2000 | 10/30/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | 10.78 | 7.87 | 9.10 | 7.66 | 8.08 | NA | … | … | 9.51 | 8.25 | 2.98 | 7.41 | 16.51 | 12.27 | 0.40 | 13.30 | 12.81 | -4.78 | 6.82 | 10.59 | 5.46 | 8.20 | 18.02 | -11.58 | -5.46 |
| Sharpe Ratio | NA | 2.86 | 0.97 | 1.18 | 0.83 | NA | NA | … | … | 2.12 | 0.97 | 0.32 | 0.96 | 2.25 | 1.58 | 0.03 | 1.27 | 1.42 | -1.12 | 0.43 | 0.96 | 0.50 | 0.90 | 2.40 | -1.62 | -1.30 |
| Standard Deviation(%) | NA | 4.49 | 7.70 | 7.63 | 8.67 | NA | NA | … | … | 4.26 | 8.25 | 9.21 | 7.72 | 7.31 | 7.73 | 13.30 | 10.38 | 8.93 | 5.08 | 8.82 | 7.66 | 6.61 | 8.10 | 7.21 | 7.85 | 5.98 |
| Draw Down(%) | NA | 1.75 | 8.98 | 8.98 | 11.83 | NA | NA | … | … | 1.75 | 6.74 | 7.68 | 4.40 | 4.72 | 5.78 | 11.83 | 9.46 | 6.33 | 8.37 | 6.13 | 8.32 | 5.18 | 8.88 | 3.97 | 13.68 | 11.65 |
| Yield(%) | NA | 4.28 | 6.91 | 5.11 | 3.66 | NA | NA | … | … | 0.78 | 7.22 | 6.64 | 7.75 | 3.33 | 1.82 | 1.64 | 1.48 | 2.82 | 3.15 | 2.95 | 3.27 | 4.62 | 2.12 | 2.01 | 0.57 | 1.71 |
Data as of 07/31/2017, 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 |
|---|---|---|---|---|
| American Maturity Life Ins Co AARP VARIABLE ANNUITY X B SHARES Tactical Asset Allocation Moderate |
1.29%
Aug 2001 – Aug 2004 |
3.25%
Feb 2001 – Feb 2006 |
4.91%
Sep 2001 – Sep 2011 |
5.68%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| American Maturity Life Ins Co AARP VARIABLE ANNUITY X B SHARES Tactical Asset Allocation Moderate |
13.21%
Sep 2011 – Sep 2014 |
12.19%
Jun 2009 – Jun 2014 |
8.63%
Mar 2003 – Mar 2013 |
8.17%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart