Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Sun Life Assurance Co of Canada KEYPORT ADVISOR VARIABLE ANNUITY X B SHARES Tactical Asset Allocation Moderate | NA | 11.53% | 6.83% | 5.57% | 8.91% | NA | NA | … | … |
Data as of 10/31/2012, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Sun Life Assurance Co of Canada KEYPORT ADVISOR VARIABLE ANNUITY X B SHARES Tactical Asset Allocation Moderate | 12/31/2000 | 01/24/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | 11.53 | 6.83 | 5.57 | 8.91 | NA | NA | … | … | 3.41 | 13.49 | -6.16 | 12.00 | 12.55 | 4.80 | 8.69 | 12.87 | 8.17 | 11.85 | 16.11 | -6.12 | 6.74 |
| Sharpe Ratio | NA | 1.50 | 0.58 | 0.71 | 0.85 | NA | NA | … | … | 0.52 | 1.49 | -0.36 | 1.02 | 1.30 | 0.64 | 0.51 | 1.00 | 0.87 | 1.33 | 1.90 | -1.07 | 0.79 |
| Standard Deviation(%) | NA | 9.03 | 12.91 | 11.27 | 10.14 | NA | NA | … | … | 6.53 | 9.03 | 17.03 | 11.63 | 9.57 | 6.03 | 11.07 | 9.62 | 6.89 | 8.21 | 8.12 | 6.76 | 5.63 |
| Draw Down(%) | NA | 7.10 | 19.88 | 19.88 | 19.88 | NA | NA | … | … | 0.29 | 7.10 | 19.88 | 8.98 | 5.80 | 3.99 | 7.62 | 11.38 | 5.21 | 7.94 | 5.34 | 10.55 | 5.02 |
| Yield(%) | NA | 5.65 | 3.61 | 3.70 | 4.56 | NA | NA | … | … | 0.00 | 5.97 | 2.16 | 2.92 | 3.50 | 4.07 | 11.47 | 5.70 | 3.54 | 3.11 | 3.19 | 4.39 | 5.89 |
Data as of 10/31/2012, 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 |
|---|---|---|---|---|
| Sun Life Assurance Co of Canada KEYPORT ADVISOR VARIABLE ANNUITY X B SHARES Tactical Asset Allocatio |
3.29%
Oct 2001 – Oct 2004 |
5.15%
May 2007 – May 2012 |
6.85%
Oct 2001 – Oct 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Sun Life Assurance Co of Canada KEYPORT ADVISOR VARIABLE ANNUITY X B SHARES Tactical Asset Allocatio |
16.34%
Apr 2003 – Apr 2006 |
12.35%
Oct 2002 – Oct 2007 |
9.66%
Apr 2001 – Apr 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart