Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASSURANCEAMERICA CORPORATION 401K RETIREMENT PLAN Strategic Asset Allocation – Optimal Moderate | NA | -1.72% | 4.42% | 4.81% | 8.39% | 6.62% | NA | … | … |
Data as of 10/31/2018, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASSURANCEAMERICA CORPORATION 401K RETIREMENT PLAN Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 12/31/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.24 | -1.72 | 4.42 | 4.81 | 8.39 | 6.62 | NA | … | … | 61.45 | 12.83 | 3.40 | 1.85 | 5.43 | 16.29 | 14.69 | -0.74 | 11.22 | 22.62 | -23.61 | 10.27 | 11.48 | 8.22 | 9.82 | 20.34 | -8.59 | -3.58 |
| Sharpe Ratio | NA | 1.19 | 0.77 | 0.62 | 0.73 | NA | NA | … | … | 1.19 | 2.89 | 0.37 | 0.21 | 0.82 | 2.31 | 1.86 | -0.05 | 1.02 | 1.38 | -1.08 | 0.83 | 1.15 | 1.08 | 1.29 | 2.31 | -0.82 | -0.50 |
| Standard Deviation(%) | NA | 50.58 | 29.71 | 23.52 | 18.63 | NA | NA | … | … | 50.58 | 4.22 | 8.62 | 8.68 | 6.58 | 7.05 | 7.86 | 14.27 | 10.93 | 16.36 | 22.78 | 8.78 | 7.10 | 5.62 | 6.88 | 8.52 | 11.86 | 11.76 |
| Draw Down(%) | NA | 7.02 | 7.88 | 10.09 | 18.14 | NA | NA | … | … | 7.02 | 2.11 | 7.88 | 7.85 | 5.08 | 6.35 | 6.36 | 13.74 | 9.16 | 18.14 | 34.37 | 5.85 | 7.17 | 3.53 | 5.30 | 7.02 | 16.28 | 15.91 |
| Yield(%) | NA | 4.59 | 2.68 | 3.55 | 3.77 | NA | NA | … | … | 4.57 | 0.38 | 2.98 | 6.46 | 3.36 | 3.81 | 4.19 | 3.07 | 4.29 | 4.18 | 5.01 | 5.76 | 3.67 | 2.74 | 3.10 | 3.03 | 3.69 | 3.76 |
Data as of 10/31/2018, 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 |
|---|---|---|---|---|
| ASSURANCEAMERICA CORPORATION 401K RETIREMENT PLAN Strategic Asset Allocation – Optimal Moderate |
-6.77%
Feb 2006 – Feb 2009 |
-0.88%
Feb 2004 – Feb 2009 |
5.21%
Dec 2001 – Dec 2011 |
5.48%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASSURANCEAMERICA CORPORATION 401K RETIREMENT PLAN Strategic Asset Allocation – Optimal Moderate |
24.03%
Nov 2015 – Nov 2018 |
15.79%
Nov 2013 – Nov 2018 |
14.47%
Nov 2008 – Nov 2018 |
10.26%
Nov 2003 – Nov 2018 |
Annualized Rolling Returns Comparison Chart