Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| First Allmerica Financial Life DELAWARE MEDALLION III (FIRST ALLMERICA) B SHARES Tactical Asset Allocation Moderate | NA | 8.67% | 2.30% | 3.60% | 3.03% | 7.46% | NA | … | … |
Data as of 09/29/2017, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| First Allmerica Financial Life DELAWARE MEDALLION III (FIRST ALLMERICA) B SHARES Tactical Asset Allocation Moderate | 12/31/2000 | 12/29/2017 |
| 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 (%) | -0.67 | 8.67 | 2.30 | 3.60 | 3.03 | 7.46 | NA | … | … | 15.45 | -2.03 | -4.92 | 0.91 | 10.96 | 7.73 | -9.19 | 9.34 | 22.71 | -12.56 | 17.34 | 18.52 | 13.88 | 7.19 | 27.95 | 3.15 | 4.21 |
| Sharpe Ratio | NA | -0.71 | -2.77 | -2.16 | -1.77 | NA | NA | … | … | -0.73 | -4.69 | -2.42 | -1.66 | -1.15 | -1.81 | -2.11 | -0.62 | 0.45 | -4.17 | -0.37 | -0.42 | -1.10 | -1.54 | 1.72 | -3.68 | -2.93 |
| Standard Deviation(%) | NA | 5.14 | 7.75 | 8.20 | 9.56 | NA | NA | … | … | 5.15 | 7.72 | 9.68 | 10.60 | 6.59 | 5.97 | 13.16 | 15.00 | 9.12 | 7.71 | 12.70 | 9.15 | 6.49 | 8.06 | 5.02 | 4.52 | 5.79 |
| Draw Down(%) | NA | 1.74 | 14.24 | 15.23 | 15.82 | NA | NA | … | … | 1.74 | 7.21 | 11.24 | 10.03 | 5.12 | 5.29 | 15.82 | 10.59 | 5.05 | 13.21 | 10.42 | 11.65 | 5.18 | 10.93 | 1.88 | 6.98 | 5.34 |
| Yield(%) | NA | 1.41 | 2.49 | 4.84 | 2.90 | NA | NA | … | … | 1.28 | 1.37 | 4.81 | 11.21 | 5.49 | 1.70 | 0.73 | 0.52 | 1.26 | 0.54 | 7.28 | 16.79 | 3.53 | 3.35 | 2.41 | 1.46 | 3.48 |
Data as of 09/29/2017, 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 |
|---|---|---|---|---|
| First Allmerica Financial Life DELAWARE MEDALLION III (FIRST ALLMERICA) B SHARES Tactical Asset Allo |
-2.04%
Dec 2013 – Dec 2016 |
-0.73%
Apr 2011 – Apr 2016 |
2.76%
Oct 2007 – Oct 2017 |
6.65%
Mar 2002 – Mar 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| First Allmerica Financial Life DELAWARE MEDALLION III (FIRST ALLMERICA) B SHARES Tactical Asset Allo |
20.87%
Oct 2004 – Oct 2007 |
17.94%
Oct 2002 – Oct 2007 |
11.09%
Apr 2001 – Apr 2011 |
7.61%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart