Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASSURANT 401(k) PLAN A&PLAN B Strategic Asset Allocation – Optimal Moderate | NA | 24.33% | 2.71% | 7.33% | 6.64% | 7.94% | 7.18% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASSURANT 401(k) PLAN A&PLAN B Strategic Asset Allocation – Optimal 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 (%) | -1.10 | 24.33 | 2.71 | 7.33 | 6.64 | 7.94 | 7.18 | … | … | 0.47 | 8.45 | 15.18 | -16.36 | 9.00 | 18.34 | 21.68 | -5.46 | 12.72 | 3.68 | 1.80 | 5.28 | 15.85 | 15.32 | -1.09 | 14.19 | 26.22 | -23.51 | 9.31 | 9.77 | 9.11 | 12.79 | 18.49 | -5.57 | 6.58 |
| Sharpe Ratio | NA | 0.36 | -0.17 | 0.30 | 0.46 | NA | NA | … | … | 0.05 | 0.21 | 1.29 | -1.21 | 1.03 | 1.00 | 3.06 | -0.70 | 2.82 | 0.42 | 0.21 | 0.77 | 2.28 | 1.99 | -0.08 | 1.21 | 1.60 | -1.14 | 0.71 | 0.90 | 1.14 | 1.62 | 1.94 | -0.53 | 0.46 |
| Standard Deviation(%) | NA | 8.73 | 11.04 | 12.42 | 10.34 | NA | NA | … | … | 8.58 | 8.77 | 8.47 | 14.70 | 8.75 | 18.11 | 6.62 | 9.69 | 4.29 | 8.30 | 8.61 | 6.81 | 6.94 | 7.67 | 14.22 | 11.68 | 16.36 | 21.50 | 8.88 | 7.19 | 6.07 | 7.33 | 9.17 | 12.72 | 9.24 |
| Draw Down(%) | NA | 5.97 | 21.38 | 21.99 | 21.99 | NA | NA | … | … | 0.71 | 5.96 | 8.34 | 21.97 | 4.86 | 21.43 | 2.99 | 13.17 | 2.28 | 7.61 | 7.73 | 4.82 | 6.07 | 5.87 | 15.16 | 8.85 | 17.17 | 34.16 | 5.80 | 7.75 | 3.89 | 5.66 | 7.00 | 17.66 | 10.22 |
| Yield(%) | NA | 4.78 | 4.88 | 4.62 | 4.39 | NA | NA | … | … | NA | 0.86 | 4.58 | 4.39 | 4.67 | 3.96 | 4.97 | 5.97 | 0.48 | 2.82 | 7.29 | 4.23 | 4.61 | 4.34 | 4.31 | 4.84 | 3.99 | 5.15 | 8.45 | 4.90 | 4.27 | 4.05 | 3.67 | 3.80 | 4.45 |
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 |
|---|---|---|---|---|
| ASSURANT 401(k) PLAN A&PLAN B Strategic Asset Allocation – Optimal Moderate |
-7.00%
Feb 2006 – Feb 2009 |
-0.50%
Feb 2004 – Feb 2009 |
5.05%
Oct 2013 – Oct 2023 |
5.13%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASSURANT 401(k) PLAN A&PLAN B Strategic Asset Allocation – Optimal Moderate |
19.64%
Feb 2009 – Feb 2012 |
16.78%
Feb 2009 – Feb 2014 |
10.58%
Feb 2009 – Feb 2019 |
9.59%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart