Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Union Security Insurance Company TRIPLE CROWN 120 B SHARES Tactical Asset Allocation Moderate | NA | 3.09% | 0.34% | 2.36% | 1.49% | 2.20% | 2.29% | … | … |
Data as of 11/30/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Union Security Insurance Company TRIPLE CROWN 120 B SHARES 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 (%) | 0.06 | 3.09 | 0.34 | 2.36 | 1.49 | 2.20 | 2.29 | … | … | -5.98 | 3.13 | 0.51 | -2.39 | 5.47 | 5.45 | 0.04 | 0.62 | 0.75 | 0.18 | 1.92 | -1.41 | 2.92 | 5.80 | 4.95 | 3.61 | 4.02 | 4.26 | 3.45 | 1.40 | 0.77 | 2.85 | 9.28 | 5.30 |
| Sharpe Ratio | NA | -1.27 | -0.90 | -0.14 | -0.06 | NA | NA | … | … | -0.42 | -0.82 | -1.14 | -1.64 | 1.47 | 1.57 | -1.57 | -0.01 | 0.57 | 0.13 | 2.14 | -1.03 | 1.47 | 1.80 | 1.67 | 0.97 | 0.49 | 0.84 | 0.22 | -0.90 | -0.07 | 0.58 | 1.71 | 0.61 |
| Standard Deviation(%) | NA | 6.14 | 3.62 | 3.46 | 2.53 | NA | NA | … | … | 15.36 | 1.37 | 0.76 | 1.47 | 3.56 | 2.58 | 0.81 | 0.77 | 0.97 | 1.19 | 0.89 | 1.40 | 1.96 | 3.20 | 2.91 | 3.62 | 6.27 | 1.51 | 0.86 | 0.86 | 2.39 | 3.70 | 4.79 | 4.88 |
| Draw Down(%) | NA | 6.43 | 6.43 | 6.43 | 6.43 | NA | NA | … | … | 6.43 | 1.05 | 1.34 | 2.47 | 3.67 | 1.44 | 0.95 | 0.51 | 1.10 | 0.83 | 0.28 | 2.19 | 0.86 | 1.68 | 2.82 | 1.93 | 3.87 | 0.78 | 0.37 | 0.65 | 3.80 | 3.72 | 2.40 | 4.80 |
| Yield(%) | NA | 3.76 | 2.20 | 2.11 | 1.60 | NA | NA | … | … | 0.51 | 4.07 | 1.46 | 0.64 | 1.75 | 2.32 | 1.43 | 1.03 | 0.86 | 0.97 | 1.01 | 1.20 | 2.61 | 3.08 | 3.38 | 3.86 | 4.42 | 3.68 | 3.62 | 2.71 | 2.61 | 4.43 | 4.03 | 6.03 |
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 |
|---|---|---|---|---|
| Union Security Insurance Company TRIPLE CROWN 120 B SHARES Tactical Asset Allocation Moderate |
-0.35%
Jul 2020 – Jul 2023 |
0.18%
Apr 2013 – Apr 2018 |
0.99%
Sep 2012 – Sep 2022 |
2.02%
Jan 2008 – Jan 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Union Security Insurance Company TRIPLE CROWN 120 B SHARES Tactical Asset Allocation Moderate |
6.12%
Oct 2008 – Oct 2011 |
4.73%
Jul 2007 – Jul 2012 |
4.09%
May 2001 – May 2011 |
3.28%
Apr 2001 – Apr 2016 |
Annualized Rolling Returns Comparison Chart