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 EXECANNUITY PLUS (NY) B SHARES Tactical Asset Allocation Moderate | NA | 26.57% | 5.55% | 9.20% | 7.33% | 8.31% | 8.84% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| First Allmerica Financial Life EXECANNUITY PLUS (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 (%) | -1.37 | 26.57 | 5.55 | 9.20 | 7.33 | 8.31 | 8.84 | … | … | 0.35 | 10.83 | 12.92 | -8.96 | 8.34 | 18.33 | 16.89 | -4.89 | 12.71 | 7.23 | -0.86 | 8.50 | 16.52 | 12.46 | 2.47 | 8.77 | 19.25 | 3.24 | 13.74 | 11.13 | 6.35 | 9.43 | 9.27 | -4.33 | 1.05 |
| Sharpe Ratio | NA | 0.46 | 0.09 | 0.39 | 0.48 | NA | NA | … | … | 0.02 | 0.34 | 0.99 | -0.89 | 0.69 | 0.92 | 2.23 | -0.58 | 2.76 | 0.88 | -0.10 | 1.07 | 2.28 | 1.55 | 0.18 | 0.92 | 2.15 | 0.38 | 1.06 | 1.03 | 0.70 | 1.11 | 1.15 | -0.82 | -0.21 |
| Standard Deviation(%) | NA | 12.55 | 11.17 | 13.49 | 11.09 | NA | NA | … | … | 12.72 | 12.64 | 8.77 | 11.65 | 12.12 | 19.72 | 6.95 | 10.71 | 4.38 | 7.94 | 8.80 | 7.94 | 7.24 | 8.01 | 13.76 | 9.45 | 8.90 | 6.05 | 10.17 | 7.64 | 5.94 | 7.65 | 7.43 | 6.59 | 6.11 |
| Draw Down(%) | NA | 10.53 | 13.00 | 21.46 | 21.46 | NA | NA | … | … | 1.20 | 10.53 | 8.19 | 13.97 | 8.29 | 21.46 | 3.10 | 13.21 | 1.87 | 7.09 | 8.87 | 4.80 | 5.07 | 5.85 | 11.30 | 7.88 | 4.16 | 4.46 | 6.49 | 9.06 | 3.94 | 6.90 | 5.86 | 7.97 | 8.29 |
| Yield(%) | NA | 3.84 | 5.14 | 6.67 | 5.38 | NA | NA | … | … | NA | 1.04 | 3.66 | 1.71 | 9.69 | 12.81 | 6.96 | 2.10 | 6.32 | 2.91 | 3.36 | 6.26 | 1.10 | 1.98 | 2.25 | 1.61 | 4.05 | 6.15 | 6.10 | 5.04 | 3.19 | 2.03 | 3.67 | 4.79 | 6.09 |
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 Allmerica Financial Life EXECANNUITY PLUS (NY) B SHARES Tactical Asset Allocation Moderate |
2.48%
Oct 2001 – Oct 2004 |
3.44%
Mar 2015 – Mar 2020 |
5.81%
Oct 2013 – Oct 2023 |
7.31%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| First Allmerica Financial Life EXECANNUITY PLUS (NY) B SHARES Tactical Asset Allocation Moderate |
14.43%
Dec 2018 – Dec 2021 |
12.70%
Feb 2009 – Feb 2014 |
10.73%
Aug 2004 – Aug 2014 |
9.70%
Aug 2006 – Aug 2021 |
Annualized Rolling Returns Comparison Chart