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 THE COMMODORE HELMSMAN 7-YEAR CDSC B SHARES Tactical Asset Allocation Moderate | NA | 10.86% | 5.53% | 3.88% | 5.83% | 8.01% | NA | … | … |
Data as of 02/28/2020, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Annuity Investors Life Assurance Co THE COMMODORE HELMSMAN 7-YEAR CDSC B SHARES Tactical Asset Allocation Moderate | 12/31/2000 | 05/05/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.96 | 10.86 | 5.53 | 3.88 | 5.83 | 8.01 | NA | … | … | -3.47 | 19.52 | -7.47 | 12.47 | 4.68 | -2.51 | 1.63 | 14.99 | 2.29 | 3.83 | 13.61 | 13.33 | 11.19 | 12.78 | 17.63 | 6.21 | 14.72 | 14.04 | 2.86 | 0.56 |
| Sharpe Ratio | NA | 0.28 | 0.32 | 0.34 | 0.46 | NA | NA | … | … | -0.17 | 2.44 | -0.79 | 2.39 | 0.58 | -0.29 | 0.19 | 1.92 | 0.34 | 0.29 | 1.20 | 1.17 | 1.82 | 1.03 | 2.01 | 0.58 | 1.86 | 2.38 | 0.32 | -0.31 |
| Standard Deviation(%) | NA | 14.27 | 10.83 | 9.80 | 9.62 | NA | NA | … | … | 21.71 | 7.44 | 11.11 | 4.95 | 7.76 | 8.83 | 8.39 | 7.80 | 6.64 | 12.94 | 11.31 | 11.27 | 5.65 | 9.55 | 7.15 | 6.97 | 7.39 | 5.62 | 5.46 | 5.60 |
| Draw Down(%) | NA | 18.90 | 18.90 | 18.90 | 18.90 | NA | NA | … | … | 18.90 | 3.63 | 14.57 | 1.92 | 5.27 | 10.89 | 7.45 | 8.98 | 5.29 | 11.01 | 7.74 | 7.65 | 2.62 | 6.74 | 4.83 | 4.47 | 9.42 | 3.42 | 3.15 | 7.02 |
| Yield(%) | NA | 13.47 | 9.21 | 7.57 | 5.52 | NA | NA | … | … | 5.91 | 8.46 | 11.58 | 1.95 | 2.31 | 7.78 | 6.04 | 2.18 | 4.95 | 2.33 | 2.43 | 3.30 | 4.60 | 8.28 | 6.91 | 4.24 | 3.11 | 3.47 | 4.42 | 4.81 |
Data as of 02/28/2020, 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 THE COMMODORE HELMSMAN 7-YEAR CDSC B SHARES Tactical Asset Alloc |
1.22%
Dec 2013 – Dec 2016 |
1.54%
Dec 2013 – Dec 2018 |
4.62%
Mar 2010 – Mar 2020 |
7.61%
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 THE COMMODORE HELMSMAN 7-YEAR CDSC B SHARES Tactical Asset Alloc |
15.47%
Oct 2004 – Oct 2007 |
14.94%
Apr 2005 – Apr 2010 |
11.91%
Apr 2001 – Apr 2011 |
9.54%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart