Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Jefferson National Variable Annuity Select Funds Tactical Asset Allocation Moderate | NA | 19.54% | 5.73% | 7.41% | 4.87% | 6.31% | 8.17% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Jefferson National Variable Annuity Select Funds 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 (%) | -1.29 | 19.54 | 5.73 | 7.41 | 4.87 | 6.31 | 8.17 | … | … | 1.23 | 10.59 | 11.00 | -6.64 | 13.18 | 6.47 | 11.34 | -12.12 | 10.75 | 8.74 | -5.14 | 2.07 | 14.91 | 11.93 | -1.72 | 16.27 | 24.48 | 7.20 | 12.53 | 21.27 | 4.53 | 14.42 | 25.20 | 4.88 | 5.13 |
| Sharpe Ratio | NA | 0.52 | 0.15 | 0.33 | 0.26 | NA | NA | … | … | 0.08 | 0.34 | 0.81 | -0.69 | 1.00 | 0.39 | 1.57 | -1.37 | 1.75 | 1.02 | -0.57 | 0.24 | 1.93 | 1.55 | -0.15 | 1.20 | 1.58 | 0.96 | 0.97 | 2.09 | 0.33 | 1.68 | 3.82 | 0.82 | 0.66 |
| Standard Deviation(%) | NA | 11.82 | 10.76 | 12.48 | 10.50 | NA | NA | … | … | 15.59 | 11.78 | 8.38 | 11.65 | 13.18 | 16.07 | 6.32 | 9.78 | 5.78 | 8.38 | 9.13 | 8.60 | 7.72 | 7.69 | 11.54 | 13.45 | 15.47 | 6.52 | 9.85 | 8.63 | 7.14 | 8.02 | 6.42 | 4.63 | 4.29 |
| Draw Down(%) | NA | 8.06 | 15.00 | 22.74 | 24.73 | NA | NA | … | … | 1.36 | 8.06 | 6.13 | 14.68 | 8.22 | 22.74 | 3.96 | 20.30 | 4.75 | 7.29 | 10.64 | 7.59 | 9.30 | 6.10 | 15.36 | 10.32 | 8.35 | 4.31 | 7.90 | 7.40 | 5.96 | 10.99 | 2.52 | 4.27 | 3.67 |
| Yield(%) | NA | 3.88 | 6.66 | 7.43 | 5.90 | NA | NA | … | … | NA | 1.49 | 3.58 | 13.52 | 8.60 | 4.14 | 7.42 | 4.03 | 2.10 | 5.48 | 4.98 | 6.09 | 5.39 | 5.04 | 4.75 | 3.31 | 3.78 | 4.58 | 5.50 | 5.70 | 4.76 | 6.07 | 3.42 | 4.08 | 4.62 |
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 |
|---|---|---|---|---|
| Jefferson National Variable Annuity Select Funds Tactical Asset Allocation Moderate |
-2.60%
Oct 2017 – Oct 2020 |
-0.79%
Mar 2015 – Mar 2020 |
3.18%
Oct 2010 – Oct 2020 |
4.87%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Jefferson National Variable Annuity Select Funds Tactical Asset Allocation Moderate |
18.87%
Apr 2008 – Apr 2011 |
17.33%
Oct 2005 – Oct 2010 |
14.38%
Apr 2001 – Apr 2011 |
11.16%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart