Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| American National Insurance Co WEALTHQUEST III GROUP UNALLOCATED VARIABLE ANNUITY 7-YEAR CDSC B SHARES Tactical Asset Allocation Moderate | NA | 7.61% | 4.31% | 4.62% | 6.83% | 8.09% | NA | … | … |
Data as of 03/29/2018, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| American National Insurance Co WEALTHQUEST III GROUP UNALLOCATED VARIABLE ANNUITY 7-YEAR CDSC B SHARES Tactical Asset Allocation Moderate | 12/31/2000 | 06/07/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.11 | 7.61 | 4.31 | 4.62 | 6.83 | 8.09 | NA | … | … | 2.99 | 12.77 | 5.05 | -2.19 | 1.04 | 10.81 | 13.63 | 2.06 | 11.78 | 21.27 | -5.93 | 11.22 | 16.31 | 5.89 | 5.15 | 18.66 | 3.02 | 5.43 |
| Sharpe Ratio | NA | 0.63 | 0.76 | 0.79 | 0.97 | NA | NA | … | … | 0.27 | 2.49 | 1.06 | -0.33 | 0.17 | 1.41 | 3.10 | 0.22 | 1.03 | 2.55 | -1.65 | 0.80 | 1.63 | 0.62 | 0.54 | 3.23 | 0.56 | 0.66 |
| Standard Deviation(%) | NA | 7.08 | 6.16 | 6.29 | 7.28 | NA | NA | … | … | 9.17 | 4.87 | 4.57 | 6.74 | 6.03 | 7.65 | 4.38 | 9.19 | 11.37 | 8.31 | 4.16 | 10.29 | 7.99 | 5.97 | 7.74 | 5.56 | 3.46 | 4.74 |
| Draw Down(%) | NA | 6.31 | 7.75 | 7.86 | 8.76 | NA | NA | … | … | 6.31 | 2.91 | 3.91 | 7.86 | 6.12 | 7.55 | 4.00 | 8.76 | 8.60 | 4.47 | 7.66 | 7.52 | 9.18 | 4.80 | 7.86 | 2.96 | 2.43 | 3.74 |
| Yield(%) | NA | 0.12 | 1.47 | 2.43 | 3.03 | NA | NA | … | … | 0.08 | 0.38 | 3.05 | 1.79 | 3.58 | 4.32 | 5.13 | 2.01 | 3.74 | 5.08 | 3.32 | 5.63 | 5.05 | 2.71 | 3.04 | 5.08 | 3.71 | 6.12 |
Data as of 03/29/2018, 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 National Insurance Co WEALTHQUEST III GROUP UNALLOCATED VARIABLE ANNUITY 7-YEAR CDSC B SHAR |
1.25%
Dec 2013 – Dec 2016 |
4.30%
Apr 2013 – Apr 2018 |
6.55%
Jan 2007 – Jan 2017 |
7.54%
Oct 2001 – Oct 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| American National Insurance Co WEALTHQUEST III GROUP UNALLOCATED VARIABLE ANNUITY 7-YEAR CDSC B SHAR |
13.70%
Oct 2004 – Oct 2007 |
12.28%
Oct 2002 – Oct 2007 |
9.94%
Apr 2003 – Apr 2013 |
8.47%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart