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 PIONEER VISION II (NY) B SHARES Tactical Asset Allocation Moderate | NA | -9.77% | 6.12% | 3.82% | 4.80% | 6.17% | 7.60% | … | … |
Data as of 02/28/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| First Allmerica Financial Life PIONEER VISION II (NY) B SHARES Tactical Asset Allocation Moderate | 12/31/2000 | 05/18/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | -0.08 | -9.77 | 6.12 | 3.82 | 4.80 | 6.17 | 7.60 | … | … | -656,118.57 | -19.24 | 26.05 | 10.98 | 11.20 | -7.57 | 4.39 | 3.44 | 0.73 | 12.36 | 14.32 | 3.18 | 3.93 | 18.99 | 17.44 | -1.30 | -0.20 | 23.41 | 5.02 | 15.09 | 18.34 | 2.14 | 4.37 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | -1.51 | 2.40 | 0.99 | 0.63 | -0.97 | 0.66 | 0.42 | 0.08 | 1.42 | 1.92 | 0.40 | 0.29 | 1.03 | 1.30 | -0.18 | -0.29 | 2.11 | 0.32 | 1.47 | 2.92 | 0.13 | 0.26 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 13.64 | 10.84 | 10.83 | 15.52 | 9.16 | 5.73 | 7.66 | 9.05 | 8.68 | 7.43 | 7.75 | 13.58 | 18.34 | 13.36 | 12.70 | 10.99 | 9.53 | 8.94 | 9.60 | 6.04 | 7.81 | 7.86 |
| Draw Down(%) | NA | 591,389.26 | 529,868.94 | 529,868.94 | 529,868.94 | NA | NA | … | … | 617,635.65 | 22.07 | 5.56 | 7.23 | 10.98 | 12.78 | 3.32 | 6.92 | 9.88 | 7.77 | 8.26 | 7.05 | 14.12 | 11.06 | 8.46 | 11.58 | 11.09 | 6.05 | 6.37 | 10.48 | 3.14 | 10.33 | 7.41 |
| Yield(%) | NA | 59.04 | 20.31 | 15.00 | 10.71 | NA | NA | … | … | 59.46 | 2.85 | 0.99 | 0.77 | 13.68 | 1.83 | 0.35 | 6.22 | 7.46 | 13.40 | 5.63 | 1.52 | 0.73 | 1.66 | 1.28 | 1.21 | 5.58 | 5.95 | 5.96 | 5.88 | 2.59 | 2.49 | 3.69 |
Data as of 02/28/2023, 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 |
|---|---|---|---|---|
| First Allmerica Financial Life PIONEER VISION II (NY) B SHARES Tactical Asset Allocation Moderate |
-0.06%
Dec 2015 – Dec 2018 |
1.31%
Feb 2015 – Feb 2020 |
4.56%
Mar 2013 – Mar 2023 |
5.69%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| First Allmerica Financial Life PIONEER VISION II (NY) B SHARES Tactical Asset Allocation Moderate |
16.18%
Mar 2003 – Mar 2006 |
13.94%
Jan 2002 – Jan 2007 |
10.94%
Apr 2003 – Apr 2013 |
9.16%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart