Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Monumental Life Insurance Company DIMENSIONAL VARIABLE ANNUITY Tactical Asset Allocation Moderate | NA | 19.95% | 5.21% | 7.26% | 5.54% | 7.07% | 7.24% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Monumental Life Insurance Company DIMENSIONAL VARIABLE ANNUITY 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 (%) | -0.64 | 19.95 | 5.21 | 7.26 | 5.54 | 7.07 | 7.24 | … | … | 0.20 | 8.70 | 15.44 | -7.87 | 20.58 | -2.16 | 15.48 | -9.69 | 8.83 | 14.42 | -3.87 | 5.09 | 18.85 | 14.11 | -1.72 | 12.62 | 14.13 | -0.98 | 2.56 | 16.11 | 5.98 | 13.39 | 11.18 | -1.59 | -1.40 |
| Sharpe Ratio | NA | 0.28 | 0.05 | 0.28 | 0.34 | NA | NA | … | … | 0.03 | 0.21 | 1.20 | -0.65 | 1.76 | -0.11 | 1.79 | -1.14 | 1.41 | 1.45 | -0.40 | 0.62 | 2.28 | 1.47 | -0.10 | 1.07 | 1.28 | -0.63 | -0.04 | 1.60 | 0.56 | 1.50 | 1.23 | -0.48 | -0.73 |
| Standard Deviation(%) | NA | 9.90 | 11.33 | 14.21 | 11.76 | NA | NA | … | … | 4.91 | 9.95 | 9.36 | 14.13 | 11.69 | 22.03 | 7.88 | 9.68 | 5.81 | 9.81 | 9.68 | 8.23 | 8.24 | 9.56 | 17.30 | 11.72 | 11.00 | 3.03 | 11.11 | 8.01 | 6.84 | 8.32 | 8.52 | 5.63 | 5.08 |
| Draw Down(%) | NA | 6.23 | 15.96 | 28.25 | 28.25 | NA | NA | … | … | 0.20 | 6.23 | 7.34 | 15.96 | 5.64 | 28.25 | 5.84 | 15.76 | 3.26 | 7.23 | 9.68 | 6.85 | 3.64 | 8.09 | 17.93 | 9.26 | 5.92 | 3.52 | 8.23 | 8.34 | 5.22 | 6.58 | 5.57 | 5.32 | 8.29 |
| Yield(%) | NA | 3.73 | 4.18 | 3.35 | 3.52 | NA | NA | … | … | NA | 1.43 | 3.24 | 3.72 | 4.78 | 1.14 | 3.30 | 4.25 | 3.62 | 3.41 | 4.28 | 2.88 | 2.08 | 2.81 | 2.02 | 2.31 | 1.78 | 0.96 | 3.67 | 3.30 | 2.67 | 1.52 | 0.76 | 2.64 | 3.94 |
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 |
|---|---|---|---|---|
| Monumental Life Insurance Company DIMENSIONAL VARIABLE ANNUITY Tactical Asset Allocation Moderate |
-4.46%
Mar 2017 – Mar 2020 |
-0.84%
Mar 2015 – Mar 2020 |
3.96%
Mar 2010 – Mar 2020 |
5.30%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Monumental Life Insurance Company DIMENSIONAL VARIABLE ANNUITY Tactical Asset Allocation Moderate |
14.83%
Sep 2011 – Sep 2014 |
12.76%
Jun 2009 – Jun 2014 |
9.78%
Jul 2003 – Jul 2013 |
8.78%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart