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 TRIPLE CROWN 120 B SHARES Strategic Asset Allocation – Optimal Moderate | NA | -0.90% | -5.36% | -0.83% | -0.01% | 1.12% | 1.76% | … | … |
Data as of 11/30/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Union Security Insurance Company TRIPLE CROWN 120 B SHARES Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 02/26/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | 1.32 | -0.90 | -5.36 | -0.83 | -0.01 | 1.12 | 1.76 | … | … | -1.96 | 3.56 | -12.87 | -2.39 | 5.30 | 5.70 | -0.25 | 0.26 | 1.05 | 0.40 | 5.01 | -2.45 | 2.92 | 5.54 | 4.95 | 3.61 | 4.36 | 6.09 | 3.90 | 1.94 | 3.25 | 2.85 | 9.28 | 5.30 |
| Sharpe Ratio | NA | -0.34 | -0.96 | -0.44 | -0.21 | NA | NA | … | … | -0.37 | -0.09 | -1.89 | -0.96 | 1.43 | 1.58 | -0.60 | -0.14 | 0.34 | 0.13 | 2.25 | -0.87 | 1.47 | 1.71 | 1.66 | 0.97 | 0.55 | 0.83 | 0.23 | -0.09 | 0.69 | 0.58 | 1.71 | 0.61 |
| Standard Deviation(%) | NA | 7.77 | 6.61 | 5.50 | 4.29 | NA | NA | … | … | 6.79 | 7.90 | 7.53 | 2.52 | 3.54 | 2.72 | 2.60 | 2.66 | 2.51 | 2.89 | 2.22 | 2.86 | 1.96 | 3.22 | 2.92 | 3.62 | 6.29 | 3.72 | 2.76 | 2.61 | 3.32 | 3.70 | 4.79 | 4.88 |
| Draw Down(%) | NA | 8.92 | 19.21 | 20.34 | 20.34 | NA | NA | … | … | 2.61 | 9.11 | 16.43 | 2.83 | 3.67 | 1.44 | 3.11 | 2.02 | 3.72 | 2.00 | 0.70 | 4.55 | 0.86 | 1.68 | 2.82 | 1.93 | 3.87 | 2.37 | 1.92 | 2.23 | 3.80 | 3.72 | 2.40 | 4.80 |
| Yield(%) | NA | 2.55 | 1.93 | 1.91 | 1.88 | NA | NA | … | … | 0.52 | 2.18 | 1.68 | 1.43 | 1.58 | 2.30 | 1.68 | 0.49 | 2.12 | 2.31 | 2.73 | 2.34 | 2.61 | 2.83 | 3.38 | 3.86 | 4.42 | 4.64 | 4.44 | 3.98 | 3.70 | 4.43 | 4.03 | 6.03 |
Data as of 11/30/2023, 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 TRIPLE CROWN 120 B SHARES Strategic Asset Allocation – Optimal Mode |
-6.74%
Oct 2020 – Oct 2023 |
-1.78%
Oct 2017 – Oct 2022 |
-0.51%
Oct 2013 – Oct 2023 |
0.98%
Oct 2008 – Oct 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Union Security Insurance Company TRIPLE CROWN 120 B SHARES Strategic Asset Allocation – Optimal Mode |
6.03%
Oct 2008 – Oct 2011 |
5.19%
May 2006 – May 2011 |
4.63%
May 2001 – May 2011 |
3.93%
Jun 2001 – Jun 2016 |
Annualized Rolling Returns Comparison Chart