Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Ameritas Life Insurance Corp AMERITAS NO-LOAD VARIABLE ANNUITY C SHARES Tactical Asset Allocation Moderate | NA | 14.65% | 4.55% | 11.88% | 9.38% | 10.36% | 10.02% | … | … |
Data as of 04/30/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Ameritas Life Insurance Corp AMERITAS NO-LOAD VARIABLE ANNUITY C SHARES Tactical Asset Allocation Moderate | 12/31/2000 | 07/30/2024 |
| 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 (%) | -0.93 | 14.65 | 4.55 | 11.88 | 9.38 | 10.36 | 10.02 | … | … | 9.13 | 11.99 | -9.48 | 17.76 | 30.11 | 18.10 | -1.78 | 11.12 | 10.05 | -2.27 | 9.71 | 12.89 | 11.51 | 4.50 | 14.22 | 19.61 | -1.45 | 7.24 | 17.75 | 7.27 | 13.75 | 15.91 | 3.53 | 5.02 |
| Sharpe Ratio | NA | 1.06 | 0.23 | 0.79 | 0.78 | NA | NA | … | … | 0.70 | 0.90 | -0.91 | 1.61 | 1.42 | 2.84 | -0.33 | 2.16 | 1.25 | -0.26 | 1.31 | 1.72 | 1.49 | 0.33 | 1.18 | 1.78 | -0.43 | 0.41 | 2.08 | 0.72 | 1.66 | 2.44 | 0.46 | 0.51 |
| Standard Deviation(%) | NA | 9.76 | 10.04 | 13.11 | 10.72 | NA | NA | … | … | 10.07 | 8.63 | 11.90 | 11.03 | 21.05 | 5.89 | 9.30 | 4.85 | 7.87 | 8.86 | 7.40 | 7.47 | 7.68 | 13.58 | 12.02 | 10.98 | 5.53 | 10.39 | 6.96 | 7.11 | 7.71 | 6.22 | 5.25 | 5.33 |
| Draw Down(%) | NA | 6.05 | 15.28 | 20.12 | 20.12 | NA | NA | … | … | 5.27 | 6.40 | 15.23 | 4.69 | 20.12 | 2.31 | 9.52 | 2.11 | 5.49 | 10.02 | 4.13 | 7.72 | 5.12 | 11.27 | 8.64 | 5.20 | 5.43 | 7.25 | 4.73 | 3.97 | 10.10 | 3.39 | 3.30 | 4.24 |
| Yield(%) | NA | 3.50 | 2.98 | 3.64 | 4.32 | NA | NA | … | … | 1.69 | 2.94 | 2.52 | 2.67 | 7.87 | 3.70 | 3.75 | 4.57 | 4.77 | 7.92 | 4.48 | 4.57 | 2.35 | 3.72 | 2.72 | 4.64 | 4.33 | 4.16 | 4.57 | 5.21 | 3.37 | 4.48 | 5.51 | 5.93 |
Data as of 04/30/2024, 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 |
|---|---|---|---|---|
| Ameritas Life Insurance Corp AMERITAS NO-LOAD VARIABLE ANNUITY C SHARES Tactical Asset Allocation Mo |
4.32%
Mar 2017 – Mar 2020 |
3.95%
Mar 2015 – Mar 2020 |
7.01%
Mar 2010 – Mar 2020 |
8.41%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Ameritas Life Insurance Corp AMERITAS NO-LOAD VARIABLE ANNUITY C SHARES Tactical Asset Allocation Mo |
21.86%
Dec 2018 – Dec 2021 |
14.71%
Oct 2016 – Oct 2021 |
11.59%
Apr 2003 – Apr 2013 |
11.05%
Jun 2009 – Jun 2024 |
Annualized Rolling Returns Comparison Chart