Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Annuity Investors Life Assurance Co COMMODORE ADVANTAGE B SHARES Tactical Asset Allocation Moderate | NA | 25.68% | 4.55% | 11.05% | 9.07% | 9.41% | 9.35% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Annuity Investors Life Assurance Co COMMODORE ADVANTAGE B SHARES 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 (%) | -0.86 | 25.68 | 4.55 | 11.05 | 9.07 | 9.41 | 9.35 | … | … | 0.63 | 10.40 | 15.30 | -13.15 | 16.84 | 22.09 | 21.97 | -3.43 | 13.62 | 7.24 | 0.19 | 7.44 | 11.90 | 11.10 | 2.06 | 15.09 | 21.83 | -9.92 | 14.79 | 17.62 | 3.43 | 12.65 | 17.45 | 4.19 | -2.82 |
| Sharpe Ratio | NA | 0.46 | 0.06 | 0.50 | 0.60 | NA | NA | … | … | 0.05 | 0.33 | 1.26 | -1.17 | 1.29 | 1.06 | 2.79 | -0.43 | 2.67 | 0.84 | 0.02 | 0.86 | 1.56 | 1.45 | 0.14 | 1.36 | 2.07 | -1.17 | 1.18 | 1.96 | 0.19 | 1.59 | 2.48 | 0.51 | -0.81 |
| Standard Deviation(%) | NA | 11.32 | 10.94 | 13.82 | 11.44 | NA | NA | … | … | 12.22 | 11.37 | 8.79 | 12.42 | 13.01 | 20.55 | 7.38 | 11.11 | 4.87 | 8.33 | 9.09 | 8.66 | 7.60 | 7.63 | 14.60 | 11.00 | 10.49 | 9.29 | 9.97 | 7.34 | 6.78 | 7.39 | 6.75 | 6.05 | 6.36 |
| Draw Down(%) | NA | 7.70 | 16.75 | 22.21 | 22.21 | NA | NA | … | … | 1.02 | 7.70 | 6.02 | 19.24 | 5.99 | 22.21 | 3.17 | 12.52 | 1.96 | 7.47 | 9.82 | 6.00 | 8.68 | 5.48 | 12.60 | 7.29 | 4.77 | 18.71 | 7.02 | 4.80 | 4.72 | 10.11 | 5.35 | 4.92 | 9.64 |
| Yield(%) | NA | 5.68 | 8.43 | 7.32 | 7.14 | NA | NA | … | … | NA | 4.69 | 3.33 | 9.09 | 9.68 | 6.94 | 8.69 | 5.82 | 3.71 | 5.09 | 9.85 | 10.74 | 2.21 | 3.02 | 3.45 | 2.22 | 4.30 | 8.16 | 6.97 | 6.56 | 3.37 | 3.16 | 4.83 | 4.32 | 5.80 |
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 |
|---|---|---|---|---|
| Annuity Investors Life Assurance Co COMMODORE ADVANTAGE B SHARES Tactical Asset Allocation Moderate |
3.40%
Dec 2021 – Dec 2024 |
4.81%
Feb 2011 – Feb 2016 |
7.01%
Mar 2010 – Mar 2020 |
7.42%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Annuity Investors Life Assurance Co COMMODORE ADVANTAGE B SHARES Tactical Asset Allocation Moderate |
20.27%
Dec 2018 – Dec 2021 |
14.48%
Mar 2003 – Mar 2008 |
11.16%
Apr 2003 – Apr 2013 |
10.36%
May 2006 – May 2021 |
Annualized Rolling Returns Comparison Chart