Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Western Reserve Life Insurance VUL No Profunds Strategic Asset Allocation – Optimal Moderate | NA | 1.94% | 1.37% | 9.01% | 6.22% | 7.17% | 6.79% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Western Reserve Life Insurance VUL No Profunds Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 06/04/2025 |
| 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 (%) | -2.74 | 1.94 | 1.37 | 9.01 | 6.22 | 7.17 | 6.79 | … | … | 7.17 | 7.70 | 12.49 | -20.34 | 8.18 | 33.00 | 22.15 | -2.52 | 7.56 | 3.23 | 2.92 | 4.93 | 14.92 | 13.72 | -0.27 | 13.47 | 24.90 | -24.28 | 10.97 | 9.53 | 9.85 | 14.99 | 20.85 | -6.20 | 1.92 |
| Sharpe Ratio | NA | 0.47 | 0.32 | 0.37 | 0.47 | NA | NA | … | … | 0.38 | 0.44 | 0.93 | -1.39 | 0.58 | 1.80 | 2.58 | -0.36 | 1.37 | 0.35 | 0.36 | 0.75 | 2.29 | 1.84 | -0.02 | 1.15 | 1.56 | -1.16 | 0.81 | 0.71 | 1.12 | 1.85 | 2.48 | -0.73 | -0.05 |
| Standard Deviation(%) | NA | 12.52 | 11.91 | 12.99 | 11.76 | NA | NA | … | … | 15.54 | 9.36 | 9.48 | 15.70 | 14.13 | 18.24 | 8.02 | 10.75 | 5.05 | 8.54 | 8.00 | 6.56 | 6.50 | 7.42 | 14.27 | 11.67 | 15.93 | 21.84 | 9.72 | 8.55 | 6.80 | 7.58 | 8.12 | 10.10 | 9.96 |
| Draw Down(%) | NA | 13.77 | 14.38 | 29.14 | 29.14 | NA | NA | … | … | 13.23 | 6.44 | 9.82 | 25.21 | 6.54 | 21.49 | 3.75 | 12.59 | 2.80 | 8.23 | 6.76 | 4.57 | 5.93 | 6.42 | 12.57 | 8.33 | 16.02 | 34.45 | 5.82 | 9.06 | 4.55 | 5.73 | 7.16 | 15.51 | 14.33 |
| Yield(%) | NA | 4.25 | 6.04 | 5.90 | 4.70 | NA | NA | … | … | NA | 0.73 | 4.02 | 2.47 | 10.89 | 7.38 | 4.84 | 6.19 | 0.37 | 2.54 | 6.39 | 2.25 | 3.45 | 3.27 | 2.32 | 4.67 | 2.98 | 3.30 | 4.49 | 5.54 | 2.32 | 3.74 | 2.67 | 2.06 | 4.01 |
Data as of 03/31/2025, 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 |
|---|---|---|---|---|
| Western Reserve Life Insurance VUL No Profunds Strategic Asset Allocation – Optimal Moderate |
-7.28%
Feb 2006 – Feb 2009 |
-0.09%
Feb 2004 – Feb 2009 |
5.19%
Oct 2007 – Oct 2017 |
5.40%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Western Reserve Life Insurance VUL No Profunds Strategic Asset Allocation – Optimal Moderate |
20.68%
Dec 2018 – Dec 2021 |
16.41%
Feb 2009 – Feb 2014 |
10.47%
Sep 2011 – Sep 2021 |
9.64%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart