Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| First Great West Life & Annuity Ins VARIFUND ANNUITY (NY) B SHARES Tactical Asset Allocation Moderate | NA | 38.70% | 8.77% | 15.18% | 10.75% | 10.80% | 10.38% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| First Great West Life & Annuity Ins VARIFUND ANNUITY (NY) B SHARES Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 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 (%) | -1.59 | 38.70 | 8.77 | 15.18 | 10.75 | 10.80 | 10.38 | … | … | 1.58 | 34.31 | 19.43 | -15.56 | 12.24 | 33.36 | 20.92 | -2.73 | 16.99 | 2.01 | 1.92 | 8.03 | 23.65 | 7.28 | -0.69 | 13.85 | 17.00 | -5.88 | 14.48 | 10.36 | 10.56 | 7.65 | 23.48 | -4.19 | -7.31 |
| Sharpe Ratio | NA | 1.89 | 0.57 | 0.70 | 0.64 | NA | NA | … | … | 0.07 | 1.74 | 1.43 | -1.03 | 0.64 | 1.31 | 1.82 | -0.24 | 2.64 | 0.18 | 0.16 | 0.55 | 2.28 | 0.69 | -0.04 | 1.04 | 1.85 | -0.93 | 1.08 | 0.91 | 1.15 | 0.80 | 2.24 | -0.73 | -1.41 |
| Standard Deviation(%) | NA | 16.02 | 14.64 | 18.19 | 15.24 | NA | NA | … | … | 23.08 | 15.95 | 10.63 | 16.40 | 19.14 | 25.31 | 10.71 | 16.53 | 6.21 | 10.22 | 12.02 | 14.57 | 10.38 | 10.49 | 19.70 | 13.18 | 9.13 | 7.28 | 10.58 | 7.81 | 7.31 | 8.36 | 10.19 | 7.28 | 6.80 |
| Draw Down(%) | NA | 11.46 | 19.08 | 24.72 | 24.72 | NA | NA | … | … | 2.06 | 11.46 | 7.90 | 20.83 | 16.69 | 24.72 | 7.14 | 20.11 | 2.61 | 9.48 | 10.82 | 8.19 | 5.15 | 9.30 | 17.98 | 11.99 | 6.16 | 11.35 | 7.50 | 8.92 | 4.94 | 8.37 | 5.37 | 5.98 | 10.49 |
| Yield(%) | NA | 0.94 | 4.39 | 5.10 | 6.65 | NA | NA | … | … | NA | 0.57 | 1.72 | 2.16 | 9.08 | 9.00 | 5.31 | 9.92 | 5.12 | 10.26 | 4.56 | 13.45 | 7.23 | 1.94 | 1.04 | 1.69 | 2.50 | 1.12 | 4.52 | 3.86 | 1.84 | 1.02 | 2.13 | 4.15 | 2.73 |
Data as of 10/31/2024, 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 |
|---|---|---|---|---|
| First Great West Life & Annuity Ins VARIFUND ANNUITY (NY) B SHARES Tactical Asset Allocation Moderat |
2.85%
Apr 2006 – Apr 2009 |
4.01%
Mar 2015 – Mar 2020 |
7.20%
Mar 2010 – Mar 2020 |
7.33%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| First Great West Life & Annuity Ins VARIFUND ANNUITY (NY) B SHARES Tactical Asset Allocation Moderat |
21.87%
Dec 2018 – Dec 2021 |
15.96%
Feb 2016 – Feb 2021 |
11.89%
Nov 2011 – Nov 2021 |
11.08%
Jun 2009 – Jun 2024 |
Annualized Rolling Returns Comparison Chart