Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Union Security Insurance Company EMPOWER VARIABLE ANNUITY C SHARES Tactical Asset Allocation Moderate | NA | 27.33% | 3.48% | 5.40% | 6.18% | 7.30% | 6.41% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Union Security Insurance Company EMPOWER 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 (%) | -1.37 | 27.33 | 3.48 | 5.40 | 6.18 | 7.30 | 6.41 | … | … | 0.98 | 17.03 | 14.97 | -15.31 | 5.30 | 5.86 | 19.17 | -4.05 | 12.52 | 5.62 | 4.92 | 7.38 | 16.15 | 8.87 | 2.32 | 11.39 | 14.33 | -11.43 | 8.17 | 5.49 | 3.00 | 11.34 | 18.48 | -10.17 | -1.44 |
| Sharpe Ratio | NA | 1.18 | 0.14 | 0.17 | 0.38 | NA | NA | … | … | 0.08 | 0.97 | 1.09 | -1.01 | 0.46 | 0.26 | 2.58 | -0.45 | 2.03 | 0.62 | 0.54 | 0.99 | 1.86 | 1.04 | 0.14 | 0.96 | 1.49 | -1.75 | 0.41 | 0.24 | 0.10 | 1.10 | 2.30 | -2.11 | -0.76 |
| Standard Deviation(%) | NA | 10.63 | 12.69 | 14.76 | 12.12 | NA | NA | … | … | 11.04 | 10.79 | 9.85 | 16.47 | 11.50 | 21.67 | 6.87 | 11.94 | 5.86 | 8.80 | 9.05 | 7.43 | 8.68 | 8.52 | 16.42 | 11.73 | 9.56 | 7.06 | 12.63 | 9.26 | 8.00 | 9.48 | 7.74 | 5.36 | 4.93 |
| Draw Down(%) | NA | 6.00 | 17.47 | 25.17 | 25.17 | NA | NA | … | … | 0.81 | 6.00 | 8.42 | 19.33 | 8.08 | 25.17 | 3.68 | 15.83 | 2.43 | 7.97 | 6.56 | 5.71 | 5.93 | 6.79 | 14.07 | 9.54 | 5.78 | 11.86 | 9.53 | 9.64 | 6.15 | 8.58 | 4.88 | 12.32 | 6.16 |
| Yield(%) | NA | 3.75 | 5.93 | 5.84 | 6.89 | NA | NA | … | … | NA | 2.92 | 0.95 | 6.56 | 9.89 | 8.02 | 6.01 | 10.77 | 5.06 | 2.55 | 10.10 | 6.53 | 1.31 | 0.00 | 0.00 | 0.00 | 1.61 | 0.00 | 4.66 | 2.24 | 4.05 | 2.89 | 0.13 | 0.72 | 1.61 |
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 |
|---|---|---|---|---|
| Union Security Insurance Company EMPOWER VARIABLE ANNUITY C SHARES Tactical Asset Allocation Moderat |
-1.90%
Dec 2019 – Dec 2022 |
0.97%
Sep 2018 – Sep 2023 |
4.20%
Sep 2001 – Sep 2011 |
4.59%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Union Security Insurance Company EMPOWER VARIABLE ANNUITY C SHARES Tactical Asset Allocation Moderat |
12.17%
Jan 2003 – Jan 2006 |
11.82%
Jun 2009 – Jun 2014 |
9.24%
Jun 2009 – Jun 2019 |
7.94%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart