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 FULCRUM FUND B SHARES Tactical Asset Allocation Moderate | NA | 20.95% | 0.45% | 5.62% | 4.11% | 6.45% | 6.79% | … | … |
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 FULCRUM FUND 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 (%) | -0.65 | 20.95 | 0.45 | 5.62 | 4.11 | 6.45 | 6.79 | … | … | 0.15 | 3.32 | 7.99 | -11.23 | 7.62 | 14.23 | 17.00 | -7.69 | 13.16 | 1.18 | -6.04 | 5.75 | 19.80 | 13.22 | 1.62 | 12.20 | 20.16 | 0.69 | 9.38 | 8.44 | 1.67 | 10.49 | 20.53 | -5.48 | 7.99 |
| Sharpe Ratio | NA | -0.16 | -0.34 | 0.13 | 0.22 | NA | NA | … | … | 0.01 | -0.30 | 0.38 | -0.97 | 0.77 | 1.76 | 1.96 | -0.90 | 2.29 | 0.12 | -0.83 | 0.74 | 2.47 | 1.59 | 0.12 | 1.32 | 2.56 | -0.06 | 0.68 | 0.73 | -0.07 | 1.18 | 2.81 | -0.93 | 1.14 |
| Standard Deviation(%) | NA | 10.67 | 11.27 | 10.43 | 9.25 | NA | NA | … | … | 7.40 | 10.80 | 9.79 | 13.05 | 9.91 | 7.93 | 7.95 | 10.01 | 5.47 | 8.20 | 7.29 | 7.77 | 7.99 | 8.27 | 12.90 | 9.14 | 7.82 | 3.79 | 9.42 | 7.08 | 7.38 | 8.11 | 7.05 | 7.07 | 5.00 |
| Draw Down(%) | NA | 10.61 | 15.12 | 18.63 | 18.63 | NA | NA | … | … | 0.65 | 10.61 | 11.63 | 16.60 | 6.02 | 8.73 | 4.63 | 15.93 | 2.17 | 6.97 | 9.86 | 5.83 | 5.38 | 5.45 | 12.82 | 7.28 | 3.72 | 6.06 | 6.84 | 6.89 | 5.91 | 7.24 | 3.45 | 12.58 | 3.76 |
| Yield(%) | NA | 5.18 | 7.95 | 9.71 | 9.48 | NA | NA | … | … | NA | 0.95 | 5.00 | 7.19 | 10.81 | 12.45 | 13.93 | 16.27 | 9.91 | 3.80 | 8.18 | 9.69 | 4.59 | 5.41 | 6.05 | 2.72 | 2.93 | 2.54 | 1.71 | 9.98 | 5.11 | 2.53 | 4.33 | 4.34 | 6.98 |
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 FULCRUM FUND B SHARES Tactical Asset Allocation Moderate |
-0.74%
Jun 2021 – Jun 2024 |
0.98%
Dec 2013 – Dec 2018 |
2.86%
Oct 2013 – Oct 2023 |
5.75%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| First Allmerica Financial Life FULCRUM FUND B SHARES Tactical Asset Allocation Moderate |
14.66%
Mar 2009 – Mar 2012 |
14.04%
Feb 2009 – Feb 2014 |
10.15%
Mar 2003 – Mar 2013 |
8.73%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart