Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Security Benefit Life Insurance Company T ROWE PRICE NO-LOAD VARIABLE ANNUITY C SHARES Tactical Asset Allocation Moderate | NA | 20.86% | 4.68% | 7.66% | 7.06% | 7.96% | 8.53% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Security Benefit Life Insurance Company T ROWE PRICE NO-LOAD VARIABLE ANNUITY C 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 (%) | -0.80 | 20.86 | 4.68 | 7.66 | 7.06 | 7.96 | 8.53 | … | … | 0.63 | 6.77 | 13.88 | -8.89 | 9.52 | 9.64 | 19.36 | -2.93 | 11.89 | 5.66 | 2.83 | 5.45 | 18.49 | 10.15 | 0.76 | 11.35 | 19.69 | -0.30 | 11.03 | 11.80 | 8.50 | 9.89 | 10.08 | -6.73 | -0.55 |
| Sharpe Ratio | NA | 0.11 | -0.01 | 0.29 | 0.49 | NA | NA | … | … | 0.07 | 0.02 | 1.28 | -0.81 | 1.05 | 0.53 | 2.59 | -0.42 | 2.58 | 0.60 | 0.30 | 0.67 | 2.62 | 1.27 | 0.05 | 1.17 | 2.18 | -0.37 | 0.81 | 1.06 | 1.07 | 1.14 | 1.24 | -1.31 | -0.51 |
| Standard Deviation(%) | NA | 8.34 | 9.77 | 11.72 | 10.10 | NA | NA | … | … | 7.72 | 8.32 | 7.54 | 12.64 | 9.03 | 17.86 | 6.92 | 10.04 | 4.37 | 9.06 | 9.29 | 8.08 | 7.03 | 7.93 | 14.80 | 9.58 | 8.97 | 3.30 | 9.94 | 8.08 | 5.93 | 7.86 | 7.57 | 6.00 | 5.60 |
| Draw Down(%) | NA | 7.95 | 13.92 | 21.41 | 21.41 | NA | NA | … | … | 0.60 | 7.94 | 6.55 | 14.17 | 4.77 | 21.41 | 3.95 | 11.95 | 1.35 | 9.80 | 8.79 | 5.05 | 3.59 | 6.52 | 13.19 | 8.16 | 4.02 | 3.90 | 6.95 | 9.20 | 4.36 | 6.18 | 6.45 | 8.22 | 9.69 |
| Yield(%) | NA | 4.94 | 5.61 | 5.78 | 5.90 | NA | NA | … | … | NA | 1.39 | 4.72 | 2.09 | 9.68 | 7.06 | 6.03 | 7.15 | 5.78 | 4.13 | 5.92 | 7.46 | 4.83 | 2.70 | 4.26 | 3.12 | 3.34 | 3.96 | 9.17 | 5.34 | 4.35 | 3.05 | 2.03 | 3.63 | 4.92 |
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 |
|---|---|---|---|---|
| Security Benefit Life Insurance Company T ROWE PRICE NO-LOAD VARIABLE ANNUITY C SHARES Tactical Asse |
1.44%
Aug 2001 – Aug 2004 |
3.55%
Mar 2015 – Mar 2020 |
5.71%
Oct 2013 – Oct 2023 |
6.81%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Security Benefit Life Insurance Company T ROWE PRICE NO-LOAD VARIABLE ANNUITY C SHARES Tactical Asse |
13.69%
Oct 2004 – Oct 2007 |
12.07%
Feb 2009 – Feb 2014 |
10.32%
Aug 2004 – Aug 2014 |
9.43%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart