Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Lincoln National Life Insurance Company VARIABLE ANNUITY II (NATL) B SHARES Tactical Asset Allocation Moderate | NA | 26.30% | 7.57% | 10.82% | 3.87% | 5.10% | 4.97% | … | … |
Data as of 02/29/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Lincoln National Life Insurance Company VARIABLE ANNUITY II (NATL) B SHARES Tactical Asset Allocation Moderate | 12/31/2000 | 05/10/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | 0.04 | 26.30 | 7.57 | 10.82 | 3.87 | 5.10 | 4.97 | … | … | 8.49 | 23.12 | -19.09 | 22.49 | 15.21 | 15.13 | -23.96 | 8.52 | -0.64 | -1.84 | 6.79 | 14.70 | 9.01 | -3.62 | 5.15 | 12.20 | -6.53 | 9.20 | 11.81 | 5.27 | 7.80 | 16.04 | -4.01 | 0.78 |
| Sharpe Ratio | NA | 1.63 | 0.26 | 0.63 | 0.21 | NA | NA | … | … | 0.61 | 1.61 | -0.97 | 1.77 | 1.10 | 1.56 | -0.91 | 1.24 | -0.10 | -0.22 | 0.73 | 2.25 | 1.49 | -0.35 | 0.49 | 1.51 | -1.72 | 0.61 | 1.04 | 0.52 | 0.89 | 2.38 | -1.25 | -1.15 |
| Standard Deviation(%) | NA | 11.34 | 15.59 | 14.41 | 14.36 | NA | NA | … | … | 11.77 | 11.71 | 21.13 | 12.68 | 13.58 | 8.77 | 27.62 | 6.35 | 8.56 | 8.66 | 9.28 | 6.52 | 6.01 | 10.52 | 10.37 | 8.04 | 4.33 | 10.16 | 8.19 | 5.91 | 7.74 | 6.46 | 4.08 | 1.33 |
| Draw Down(%) | NA | 10.43 | 25.82 | 25.82 | 30.17 | NA | NA | … | … | 5.69 | 10.43 | 25.45 | 6.12 | 9.70 | 5.72 | 30.17 | 6.23 | 7.44 | 7.63 | 7.19 | 3.45 | 4.82 | 10.23 | 12.59 | 3.95 | 7.19 | 6.89 | 10.16 | 5.07 | 6.39 | 2.91 | 6.55 | 1.40 |
| Yield(%) | NA | 2.74 | 7.46 | 7.22 | 4.74 | NA | NA | … | … | 0.09 | 2.97 | 4.96 | 17.57 | 4.29 | 6.94 | 2.03 | 0.54 | 1.48 | 3.82 | 5.31 | 0.97 | 0.80 | 0.01 | 0.06 | 1.34 | 0.68 | 7.33 | 4.81 | 4.20 | 1.38 | 1.14 | 0.90 | 2.36 |
Data as of 02/29/2024, 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 National Life Insurance Company VARIABLE ANNUITY II (NATL) B SHARES Tactical Asset Allocatio |
-6.83%
May 2015 – May 2018 |
-3.46%
Feb 2015 – Feb 2020 |
1.42%
Apr 2010 – Apr 2020 |
2.27%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Lincoln National Life Insurance Company VARIABLE ANNUITY II (NATL) B SHARES Tactical Asset Allocatio |
17.56%
Dec 2018 – Dec 2021 |
11.16%
Mar 2019 – Mar 2024 |
7.09%
Aug 2004 – Aug 2014 |
6.50%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart