Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| United Community Independence Program Tax Deferred Annuity Hartford Tactical Asset Allocation Moderate | NA | 16.49% | 1.55% | 2.73% | 2.41% | 3.77% | 5.60% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| United Community Independence Program Tax Deferred Annuity Hartford 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 (%) | -0.67 | 16.49 | 1.55 | 2.73 | 2.41 | 3.77 | 5.60 | … | … | 0.46 | 3.43 | 11.78 | -16.31 | 9.74 | 2.62 | 4.26 | -8.30 | 12.23 | 7.26 | -3.70 | 0.24 | 11.82 | 7.35 | 0.90 | 9.13 | 18.88 | -11.47 | 19.15 | 17.32 | 14.89 | 9.86 | 29.16 | 6.03 | 7.30 |
| Sharpe Ratio | NA | -0.18 | -0.34 | -0.07 | 0.04 | NA | NA | … | … | 0.04 | -0.31 | 0.95 | -1.85 | 0.87 | 0.23 | 0.60 | -1.30 | 2.38 | 1.48 | -0.60 | 0.04 | 1.83 | 1.61 | 0.12 | 0.92 | 2.00 | -1.88 | 1.43 | 1.53 | 2.10 | 1.12 | 5.45 | 0.71 | 1.01 |
| Standard Deviation(%) | NA | 10.11 | 8.98 | 9.88 | 8.07 | NA | NA | … | … | 9.18 | 10.12 | 7.89 | 9.54 | 11.14 | 10.33 | 4.79 | 7.40 | 4.87 | 4.77 | 6.21 | 5.34 | 6.43 | 4.52 | 7.19 | 9.85 | 9.41 | 6.59 | 11.31 | 9.21 | 6.05 | 7.99 | 5.22 | 6.90 | 4.92 |
| Draw Down(%) | NA | 8.76 | 12.82 | 17.71 | 23.69 | NA | NA | … | … | 0.73 | 8.69 | 6.60 | 17.43 | 5.54 | 17.71 | 3.82 | 13.62 | 2.67 | 2.93 | 8.10 | 6.60 | 4.72 | 4.58 | 5.21 | 10.51 | 6.11 | 15.13 | 9.87 | 12.61 | 5.32 | 10.18 | 3.63 | 10.81 | 3.92 |
| Yield(%) | NA | 3.92 | 5.44 | 4.53 | 3.59 | NA | NA | … | … | NA | 0.58 | 3.90 | 3.10 | 9.44 | 3.32 | 2.74 | 2.83 | 0.61 | 3.00 | 1.86 | 5.29 | 3.81 | 3.87 | 3.57 | 4.33 | 3.86 | 2.78 | 11.42 | 6.15 | 3.47 | 2.73 | 5.58 | 4.88 | 7.34 |
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 |
|---|---|---|---|---|
| United Community Independence Program Tax Deferred Annuity Hartford Tactical Asset Allocation Modera |
-4.40%
Oct 2017 – Oct 2020 |
-2.11%
Oct 2017 – Oct 2022 |
1.12%
Oct 2013 – Oct 2023 |
2.26%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| United Community Independence Program Tax Deferred Annuity Hartford Tactical Asset Allocation Modera |
20.56%
Oct 2004 – Oct 2007 |
19.70%
Oct 2002 – Oct 2007 |
11.77%
Apr 2001 – Apr 2011 |
9.56%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart