Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| American Partners Life Insurance PRIVILEGED ASSETS SELECT ANNUITY Tactical Asset Allocation Moderate | NA | 20.38% | 9.29% | 10.71% | 7.13% | 7.67% | 6.90% | … | … |
Data as of 02/29/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| American Partners Life Insurance PRIVILEGED ASSETS SELECT ANNUITY Tactical Asset Allocation Moderate | 12/31/2000 | 05/10/2024 |
| 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 (%) | 0.35 | 20.38 | 9.29 | 10.71 | 7.13 | 7.67 | 6.90 | … | … | 7.71 | 18.69 | -14.22 | 25.65 | 17.06 | 14.18 | -9.28 | 10.86 | 3.15 | -2.42 | 8.38 | 15.96 | 3.25 | 1.50 | 8.47 | 14.97 | -4.25 | 13.18 | 12.03 | 2.86 | 3.73 | 11.68 | -3.71 | 5.50 |
| Sharpe Ratio | NA | 1.63 | 0.11 | 0.72 | 0.53 | NA | NA | … | … | 0.68 | 1.44 | -1.04 | 1.34 | 1.32 | 1.20 | -0.95 | 2.31 | 0.37 | -0.29 | 1.13 | 2.29 | 0.53 | 0.20 | 0.85 | 2.07 | -1.67 | 0.99 | 1.04 | 0.11 | 0.41 | 2.08 | -1.06 | 0.94 |
| Standard Deviation(%) | NA | 7.96 | 11.72 | 13.78 | 11.46 | NA | NA | … | … | 9.45 | 10.05 | 15.00 | 19.19 | 12.74 | 10.61 | 11.12 | 4.43 | 7.90 | 8.39 | 7.38 | 6.94 | 6.05 | 7.51 | 9.85 | 7.18 | 3.09 | 10.32 | 8.45 | 6.18 | 6.80 | 5.29 | 4.55 | 3.40 |
| Draw Down(%) | NA | 5.54 | 18.09 | 18.09 | 18.43 | NA | NA | … | … | 4.27 | 7.27 | 15.42 | 5.90 | 8.36 | 7.56 | 18.43 | 1.93 | 6.80 | 8.20 | 4.83 | 4.25 | 7.49 | 6.60 | 7.88 | 4.23 | 5.73 | 7.46 | 9.87 | 6.59 | 7.41 | 2.98 | 7.57 | 2.00 |
| Yield(%) | NA | 3.97 | 5.47 | 10.23 | 6.02 | NA | NA | … | … | 1.64 | 4.29 | 9.77 | 22.17 | 2.68 | 6.01 | 0.98 | 1.74 | 2.58 | 0.66 | 2.97 | 1.03 | 3.88 | 2.88 | 1.94 | 2.29 | 1.49 | 2.07 | 2.12 | 1.86 | 1.34 | 2.07 | 2.94 | 5.23 |
Data as of 02/29/2024, 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 |
|---|---|---|---|---|
| American Partners Life Insurance PRIVILEGED ASSETS SELECT ANNUITY Tactical Asset Allocation Moderate |
1.23%
Dec 2015 – Dec 2018 |
1.11%
Feb 2015 – Feb 2020 |
4.32%
Apr 2010 – Apr 2020 |
5.25%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| American Partners Life Insurance PRIVILEGED ASSETS SELECT ANNUITY Tactical Asset Allocation Moderate |
18.86%
Dec 2018 – Dec 2021 |
12.17%
Mar 2019 – Mar 2024 |
8.48%
Oct 2011 – Oct 2021 |
8.27%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart