Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Annuity Investors Life Assurance Co ACCESS100 NO CDSC C SHARES Tactical Asset Allocation Moderate | NA | 20.16% | 10.30% | 8.12% | 7.38% | 8.17% | 8.19% | … | … |
Data as of 09/30/2021, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Annuity Investors Life Assurance Co ACCESS100 NO CDSC C SHARES Tactical Asset Allocation Moderate | 12/31/2000 | 12/06/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.75 | 20.16 | 10.30 | 8.12 | 7.38 | 8.17 | 8.19 | … | … | 13.56 | 13.82 | 18.23 | -9.86 | 11.07 | 5.05 | -3.48 | 2.99 | 9.10 | 13.94 | 1.92 | 7.43 | 17.02 | 6.39 | 16.81 | 12.41 | 7.63 | 14.84 | 13.63 | -1.03 | 1.48 |
| Sharpe Ratio | NA | 1.52 | 0.96 | 0.71 | 0.67 | NA | NA | … | … | 1.22 | 0.70 | 2.74 | -1.04 | 2.38 | 0.58 | -0.40 | 0.32 | 1.22 | 1.99 | 0.15 | 0.66 | 1.65 | 0.92 | 1.34 | 1.03 | 0.81 | 1.77 | 1.80 | -0.37 | -0.17 |
| Standard Deviation(%) | NA | 10.86 | 13.60 | 11.59 | 10.10 | NA | NA | … | … | 11.13 | 19.54 | 6.14 | 10.72 | 4.38 | 8.30 | 8.86 | 9.43 | 7.42 | 6.98 | 12.23 | 11.08 | 10.26 | 5.91 | 10.32 | 8.84 | 6.77 | 7.87 | 7.18 | 5.78 | 4.77 |
| Draw Down(%) | NA | 4.34 | 21.40 | 21.40 | 21.40 | NA | NA | … | … | 4.34 | 21.40 | 2.55 | 17.12 | 1.79 | 8.06 | 9.75 | 6.93 | 9.44 | 5.80 | 11.03 | 8.79 | 5.35 | 2.97 | 6.91 | 9.95 | 5.37 | 7.11 | 4.05 | 5.52 | 6.82 |
| Yield(%) | NA | 6.36 | 10.43 | 7.35 | 7.36 | NA | NA | … | … | 1.70 | 13.63 | 13.87 | 4.69 | 3.06 | 3.14 | 14.11 | 10.30 | 5.47 | 4.36 | 3.45 | 2.03 | 5.02 | 4.96 | 7.48 | 5.82 | 3.73 | 3.50 | 3.75 | 5.04 | 4.99 |
Data as of 09/30/2021, 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 |
|---|---|---|---|---|
| Annuity Investors Life Assurance Co ACCESS100 NO CDSC C SHARES Tactical Asset Allocation Moderate |
0.39%
Feb 2013 – Feb 2016 |
0.90%
Dec 2013 – Dec 2018 |
4.02%
Mar 2010 – Mar 2020 |
6.84%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Annuity Investors Life Assurance Co ACCESS100 NO CDSC C SHARES Tactical Asset Allocation Moderate |
15.36%
Oct 2004 – Oct 2007 |
13.66%
Apr 2005 – Apr 2010 |
11.88%
Apr 2003 – Apr 2013 |
9.30%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart