Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Lincoln Life & Annuity Co of New York AMERICAN LEGACY DESIGN 1 (NY) 7-YEAR CDSC B SHARES Tactical Asset Allocation Moderate | NA | 23.76% | -0.56% | 6.71% | 5.89% | 6.40% | 8.17% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Lincoln Life & Annuity Co of New York AMERICAN LEGACY DESIGN 1 (NY) 7-YEAR CDSC 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 (%) | -1.03 | 23.76 | -0.56 | 6.71 | 5.89 | 6.40 | 8.17 | … | … | 0.95 | 8.29 | 16.51 | -23.06 | 10.82 | 19.36 | 18.98 | -8.55 | 16.08 | 4.10 | 1.62 | 0.53 | 10.76 | 12.16 | 1.30 | 8.76 | 15.08 | 7.03 | 16.07 | 16.95 | 11.08 | 12.49 | 15.22 | -4.04 | -3.92 |
| Sharpe Ratio | NA | 0.32 | -0.30 | 0.20 | 0.37 | NA | NA | … | … | 0.08 | 0.16 | 1.52 | -1.49 | 1.05 | 1.11 | 2.41 | -0.93 | 3.64 | 0.46 | 0.19 | 0.07 | 1.52 | 1.67 | 0.11 | 1.03 | 1.70 | 1.03 | 1.38 | 1.95 | 1.64 | 1.49 | 2.52 | -1.05 | -0.79 |
| Standard Deviation(%) | NA | 10.68 | 12.20 | 13.09 | 10.87 | NA | NA | … | … | 10.67 | 10.71 | 8.08 | 16.36 | 10.29 | 17.30 | 7.29 | 10.55 | 4.24 | 8.53 | 8.46 | 7.45 | 7.06 | 7.24 | 11.39 | 8.45 | 8.80 | 5.95 | 9.49 | 7.00 | 5.42 | 7.77 | 5.77 | 4.93 | 7.84 |
| Draw Down(%) | NA | 6.39 | 23.50 | 27.28 | 27.28 | NA | NA | … | … | 0.82 | 6.39 | 6.31 | 25.51 | 6.88 | 19.96 | 3.90 | 16.50 | 1.58 | 7.88 | 8.57 | 9.13 | 5.43 | 5.20 | 10.98 | 7.75 | 4.95 | 3.18 | 7.47 | 8.57 | 4.76 | 7.97 | 4.44 | 8.93 | 13.18 |
| Yield(%) | NA | 6.23 | 5.23 | 4.94 | 5.37 | NA | NA | … | … | NA | 0.96 | 6.70 | 2.58 | 5.96 | 3.48 | 6.62 | 6.52 | 5.76 | 4.38 | 6.55 | 6.27 | 1.41 | 1.77 | 1.93 | 2.26 | 2.62 | 3.77 | 6.73 | 5.54 | 2.87 | 2.26 | 3.01 | 4.17 | 4.04 |
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 |
|---|---|---|---|---|
| Lincoln Life & Annuity Co of New York AMERICAN LEGACY DESIGN 1 (NY) 7-YEAR CDSC B SHARES Tactical As |
-0.98%
Dec 2021 – Dec 2024 |
1.75%
Feb 2018 – Feb 2023 |
3.92%
Oct 2013 – Oct 2023 |
5.69%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Lincoln Life & Annuity Co of New York AMERICAN LEGACY DESIGN 1 (NY) 7-YEAR CDSC B SHARES Tactical As |
17.70%
Oct 2004 – Oct 2007 |
15.09%
Mar 2003 – Mar 2008 |
12.11%
Apr 2003 – Apr 2013 |
10.20%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart