Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| United of Omaha Life Ins Co ULTRANNUITY SERIES I VARIABLE ANNUITY B SHARES Tactical Asset Allocation Moderate | NA | 10.26% | 6.90% | 8.72% | 8.94% | 9.27% | NA | … | … |
Data as of 07/31/2017, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| United of Omaha Life Ins Co ULTRANNUITY SERIES I VARIABLE ANNUITY B SHARES Tactical Asset Allocation Moderate | 12/31/2000 | 10/30/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 10.26 | 6.90 | 8.72 | 8.94 | 9.27 | NA | … | … | 14.40 | 3.78 | 1.64 | 5.51 | 17.46 | 14.33 | 2.42 | 12.67 | 19.09 | -2.77 | 12.06 | 12.05 | 5.29 | 8.56 | 18.97 | -8.30 | -0.99 |
| Sharpe Ratio | NA | 2.89 | 0.87 | 1.11 | 0.93 | NA | NA | … | … | 2.94 | 0.43 | 0.17 | 0.64 | 2.38 | 1.84 | 0.17 | 1.38 | 2.22 | -0.98 | 0.90 | 1.13 | 0.55 | 0.95 | 2.57 | -1.49 | -0.56 |
| Standard Deviation(%) | NA | 4.98 | 7.82 | 7.86 | 8.73 | NA | NA | … | … | 4.73 | 8.24 | 9.37 | 8.54 | 7.32 | 7.76 | 14.20 | 9.12 | 8.55 | 3.78 | 10.04 | 7.74 | 5.68 | 8.02 | 7.12 | 6.32 | 5.87 |
| Draw Down(%) | NA | 1.64 | 10.51 | 10.51 | 11.53 | NA | NA | … | … | 1.46 | 7.87 | 9.11 | 5.92 | 4.88 | 5.88 | 11.53 | 7.31 | 3.81 | 4.77 | 6.74 | 8.60 | 4.16 | 6.96 | 3.44 | 10.12 | 10.35 |
| Yield(%) | NA | 4.46 | 4.82 | 4.23 | 3.85 | NA | NA | … | … | 0.67 | 5.17 | 4.43 | 5.61 | 5.25 | 2.32 | 1.35 | 2.04 | 3.54 | 3.91 | 7.82 | 4.23 | 2.74 | 2.77 | 2.32 | 2.55 | 4.90 |
Data as of 07/31/2017, 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 |
|---|---|---|---|---|
| United of Omaha Life Ins Co ULTRANNUITY SERIES I VARIABLE ANNUITY B SHARES Tactical Asset Allocation |
3.26%
Sep 2001 – Sep 2004 |
5.10%
Feb 2001 – Feb 2006 |
7.00%
Sep 2001 – Sep 2011 |
7.29%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| United of Omaha Life Ins Co ULTRANNUITY SERIES I VARIABLE ANNUITY B SHARES Tactical Asset Allocation |
13.80%
Sep 2011 – Sep 2014 |
13.62%
Feb 2009 – Feb 2014 |
10.54%
Apr 2003 – Apr 2013 |
9.28%
Aug 2002 – Aug 2017 |
Annualized Rolling Returns Comparison Chart