Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AUSA Life Insurance Co Inc ADVISORS EDGE VA Tactical Asset Allocation Moderate | NA | 4.07% | 3.94% | 4.52% | 2.73% | 4.26% | 4.83% | … | … |
Data as of 11/30/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AUSA Life Insurance Co Inc ADVISORS EDGE VA Tactical Asset Allocation Moderate | 12/31/2000 | 02/26/2024 |
| 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 (%) | 0.24 | 4.07 | 3.94 | 4.52 | 2.73 | 4.26 | 4.83 | … | … | 0.02 | 10.35 | -10.30 | 13.63 | 10.42 | 8.81 | -5.93 | 5.14 | 5.94 | -4.65 | -0.77 | 15.15 | 2.95 | -2.83 | 7.79 | 15.72 | 2.66 | 1.78 | 14.49 | 6.42 | 9.68 | 10.99 | 2.00 | 5.08 |
| Sharpe Ratio | NA | 0.38 | 0.04 | 0.45 | 0.27 | NA | NA | … | … | -0.06 | 0.73 | -1.21 | 1.40 | 1.23 | 1.95 | -1.05 | 0.86 | 1.46 | -0.85 | -0.14 | 2.55 | 0.60 | -0.36 | 0.90 | 2.05 | 0.61 | -0.14 | 1.54 | 1.05 | 1.34 | 2.06 | 0.28 | 0.83 |
| Standard Deviation(%) | NA | 8.27 | 9.12 | 8.37 | 7.04 | NA | NA | … | … | 9.19 | 8.37 | 9.63 | 9.74 | 8.26 | 3.80 | 6.88 | 5.23 | 3.92 | 5.53 | 5.50 | 5.92 | 4.82 | 7.91 | 8.59 | 7.62 | 2.84 | 8.72 | 7.26 | 4.03 | 6.50 | 5.01 | 3.26 | 3.34 |
| Draw Down(%) | NA | 7.27 | 13.11 | 13.11 | 13.11 | NA | NA | … | … | 2.69 | 7.27 | 13.11 | 5.36 | 7.75 | 2.09 | 11.14 | 2.88 | 3.60 | 7.67 | 7.08 | 3.36 | 5.55 | 8.84 | 8.42 | 5.01 | 2.58 | 6.74 | 8.08 | 3.55 | 6.14 | 3.02 | 3.61 | 2.70 |
| Yield(%) | NA | 3.75 | 3.32 | 3.39 | 3.23 | NA | NA | … | … | 0.21 | 3.71 | 2.95 | 3.38 | 1.56 | 5.67 | 4.44 | 0.58 | 3.06 | 4.68 | 2.88 | 3.26 | 5.73 | 4.36 | 2.93 | 3.23 | 1.64 | 3.07 | 2.91 | 2.79 | 1.37 | 0.44 | 0.80 | 6.20 |
Data as of 11/30/2023, 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 |
|---|---|---|---|---|
| AUSA Life Insurance Co Inc ADVISORS EDGE VA Tactical Asset Allocation Moderate |
-0.75%
Jun 2014 – Jun 2017 |
-0.17%
Dec 2013 – Dec 2018 |
2.04%
Apr 2010 – Apr 2020 |
3.67%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AUSA Life Insurance Co Inc ADVISORS EDGE VA Tactical Asset Allocation Moderate |
11.95%
Apr 2003 – Apr 2006 |
9.47%
Jun 2002 – Jun 2007 |
8.01%
Apr 2001 – Apr 2011 |
6.04%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart