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 SCUDDER GATEWAY CUSTOM B SHARES Tactical Asset Allocation Moderate | NA | 22.18% | 3.76% | 7.47% | 6.24% | 7.52% | 7.98% | … | … |
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 SCUDDER GATEWAY CUSTOM 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 (%) | -1.17 | 22.18 | 3.76 | 7.47 | 6.24 | 7.52 | 7.98 | … | … | 0.54 | 7.65 | 12.11 | -11.79 | 9.50 | 13.51 | 22.74 | -10.17 | 7.93 | 8.30 | 2.43 | 3.00 | 20.47 | 7.97 | 0.30 | 16.86 | 20.22 | -1.69 | 9.72 | 12.36 | 4.83 | 11.70 | 16.15 | -10.60 | -11.68 |
| Sharpe Ratio | NA | 0.19 | -0.08 | 0.24 | 0.34 | NA | NA | … | … | 0.07 | 0.10 | 0.85 | -0.96 | 0.88 | 0.60 | 2.51 | -0.86 | 1.44 | 0.74 | 0.18 | 0.33 | 2.55 | 0.71 | 0.02 | 1.42 | 1.98 | -0.33 | 0.59 | 0.88 | 0.38 | 1.47 | 1.95 | -1.99 | -1.21 |
| Standard Deviation(%) | NA | 10.46 | 11.30 | 14.03 | 12.43 | NA | NA | … | … | 7.22 | 10.51 | 9.30 | 13.72 | 10.74 | 21.97 | 8.50 | 13.38 | 5.09 | 10.94 | 13.05 | 9.10 | 8.02 | 11.23 | 15.70 | 11.79 | 10.17 | 7.91 | 11.45 | 10.31 | 6.91 | 7.33 | 7.93 | 5.89 | 11.56 |
| Draw Down(%) | NA | 9.91 | 16.41 | 23.81 | 23.81 | NA | NA | … | … | 0.57 | 9.91 | 7.53 | 18.05 | 6.29 | 23.81 | 4.11 | 20.42 | 2.41 | 9.85 | 11.52 | 5.63 | 3.57 | 10.22 | 14.02 | 8.93 | 4.76 | 7.36 | 8.73 | 12.64 | 5.96 | 5.94 | 8.57 | 13.67 | 22.90 |
| Yield(%) | NA | 6.23 | 6.50 | 5.02 | 5.75 | NA | NA | … | … | NA | 1.92 | 5.11 | 3.98 | 8.60 | 2.24 | 4.95 | 9.41 | 4.69 | 1.55 | 7.63 | 8.95 | 5.76 | 1.77 | 0.38 | 1.09 | 1.50 | 1.96 | 10.22 | 6.36 | 3.54 | 0.66 | 1.12 | 3.47 | 2.23 |
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 SCUDDER GATEWAY CUSTOM B SHARES Tactical Asset Allocation Moderate |
-1.04%
Feb 2001 – Feb 2004 |
1.27%
Mar 2015 – Mar 2020 |
4.67%
Oct 2013 – Oct 2023 |
6.07%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| First Allmerica Financial Life SCUDDER GATEWAY CUSTOM B SHARES Tactical Asset Allocation Moderate |
15.12%
Dec 2018 – Dec 2021 |
13.20%
Feb 2009 – Feb 2014 |
10.78%
Mar 2003 – Mar 2013 |
9.63%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart