Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Sun Life REGATTA GOLD Annuity Strategic Asset Allocation – Optimal Moderate | NA | 24.52% | 3.31% | 7.13% | 5.65% | 6.47% | 6.07% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Sun Life REGATTA GOLD Annuity 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 (%) | -0.96 | 24.52 | 3.31 | 7.13 | 5.65 | 6.47 | 6.07 | … | … | 0.20 | 6.15 | 12.76 | -12.72 | 3.69 | 18.58 | 17.28 | -4.04 | 8.54 | 4.99 | 0.46 | 0.22 | 9.88 | 12.28 | -2.15 | 14.83 | 26.30 | -27.10 | 9.18 | 13.03 | 11.13 | 12.80 | 25.85 | -1.69 | 3.75 |
| Sharpe Ratio | NA | 0.06 | -0.21 | 0.23 | 0.38 | NA | NA | … | … | 0.02 | -0.05 | 1.09 | -1.14 | 0.39 | 1.18 | 2.64 | -0.60 | 1.74 | 0.63 | 0.05 | 0.04 | 1.65 | 1.73 | -0.17 | 1.39 | 1.54 | -1.31 | 0.69 | 1.29 | 1.63 | 1.72 | 3.65 | -0.32 | 0.18 |
| Standard Deviation(%) | NA | 9.22 | 10.00 | 11.24 | 9.51 | NA | NA | … | … | 6.30 | 9.30 | 7.84 | 12.33 | 9.42 | 15.55 | 6.01 | 8.86 | 4.55 | 7.61 | 8.97 | 5.38 | 5.96 | 7.07 | 12.86 | 10.60 | 16.98 | 21.38 | 8.93 | 7.56 | 5.48 | 6.90 | 6.90 | 8.67 | 7.97 |
| Draw Down(%) | NA | 8.45 | 18.42 | 20.55 | 20.55 | NA | NA | … | … | 0.60 | 8.44 | 6.68 | 18.80 | 6.10 | 20.55 | 2.98 | 10.62 | 3.45 | 6.45 | 7.46 | 5.86 | 6.57 | 6.40 | 14.74 | 8.49 | 17.52 | 38.68 | 7.04 | 9.33 | 4.78 | 7.79 | 6.44 | 13.07 | 11.08 |
| Yield(%) | NA | 4.70 | 5.92 | 5.19 | 3.85 | NA | NA | … | … | NA | 0.50 | 4.91 | 6.32 | 5.97 | 5.55 | 2.39 | 3.70 | 0.30 | 1.24 | 3.40 | 4.25 | 2.78 | 3.19 | 3.73 | 3.84 | 2.04 | 5.60 | 9.14 | 6.21 | 6.37 | 3.50 | 2.83 | 2.67 | 4.16 |
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 |
|---|---|---|---|---|
| Sun Life REGATTA GOLD Annuity Strategic Asset Allocation – Optimal Moderate |
-8.46%
Feb 2006 – Feb 2009 |
-0.81%
Feb 2004 – Feb 2009 |
3.64%
Oct 2013 – Oct 2023 |
3.48%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Sun Life REGATTA GOLD Annuity Strategic Asset Allocation – Optimal Moderate |
19.76%
Feb 2009 – Feb 2012 |
14.92%
Feb 2009 – Feb 2014 |
9.29%
Mar 2003 – Mar 2013 |
8.21%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart