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 Asset Allocation Composite Moderate | 4.37% | 17.88% | 12.98% | 4.70% | 7.16% | 6.33% | 7.36% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Sun Life REGATTA GOLD Annuity Asset Allocation Composite Moderate | 12/31/2000 | 05/01/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 (%) | 0.10 | 17.88 | 12.98 | 4.70 | 7.16 | 6.33 | 7.36 | … | … | 4.37 | 14.47 | 11.24 | 10.79 | -12.75 | 1.67 | 7.10 | 22.03 | -2.74 | 11.12 | 9.01 | -1.58 | 2.26 | 14.24 | 16.38 | -3.90 | 13.68 | 22.64 | 0.39 | 4.50 | 14.87 | 3.87 | 13.68 | 30.48 | 8.28 | 6.81 |
| Sharpe Ratio | NA | 2.07 | 0.97 | 0.23 | 0.56 | NA | NA | … | … | 0.21 | 1.15 | 0.90 | 0.86 | -1.50 | 0.15 | 0.47 | 2.81 | -0.40 | 1.86 | 1.42 | -0.24 | 0.41 | 2.24 | 2.21 | -0.28 | 1.39 | 2.94 | -0.09 | 0.13 | 1.40 | 0.24 | 1.52 | 4.16 | 1.87 | 0.89 |
| Standard Deviation(%) | NA | 8.89 | 9.31 | 9.31 | 9.67 | NA | NA | … | … | 11.25 | 10.08 | 8.50 | 8.26 | 9.44 | 11.01 | 14.57 | 7.33 | 10.23 | 5.62 | 6.17 | 6.83 | 5.49 | 6.34 | 7.39 | 14.26 | 9.75 | 7.67 | 6.30 | 10.75 | 8.16 | 6.69 | 8.38 | 7.15 | 3.81 | 4.95 |
| Draw Down(%) | NA | 7.25 | 13.74 | 17.23 | 23.11 | NA | NA | … | … | 7.25 | 13.74 | 5.06 | 6.76 | 13.64 | 7.30 | 23.11 | 3.34 | 12.48 | 2.43 | 4.01 | 7.44 | 4.45 | 4.63 | 5.86 | 15.86 | 9.12 | 4.37 | 5.63 | 7.21 | 8.46 | 6.50 | 8.48 | 3.62 | 2.19 | 4.13 |
| Yield(%) | NA | 4.71 | 4.42 | 4.23 | 3.95 | NA | NA | … | … | NA | NA | 0.63 | 4.79 | 1.44 | 6.94 | 3.69 | 4.13 | 4.70 | 3.88 | 4.77 | 0.64 | 4.93 | 4.14 | 3.07 | 2.36 | 4.46 | 4.57 | 2.91 | 6.17 | 5.33 | 3.10 | 3.26 | 4.81 | 5.09 | 8.58 |
Data as of 02/27/2026, 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 Asset Allocation Composite Moderate |
-1.69%
Dec 2019 – Dec 2022 |
1.65%
Sep 2018 – Sep 2023 |
3.55%
Oct 2013 – Oct 2023 |
5.54%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Sun Life REGATTA GOLD Annuity Asset Allocation Composite Moderate |
17.49%
Feb 2002 – Feb 2005 |
14.68%
May 2002 – May 2007 |
12.22%
Apr 2001 – Apr 2011 |
10.03%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart