Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Nationwide YourLife Survivorship VUL Tactical Asset Allocation Moderate | NA | 22.00% | 1.78% | 7.22% | 5.33% | 6.30% | 8.11% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Nationwide YourLife Survivorship VUL 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 (%) | -1.34 | 22.00 | 1.78 | 7.22 | 5.33 | 6.30 | 8.11 | … | … | 0.09 | 6.51 | 13.67 | -18.62 | 17.78 | 17.52 | 12.08 | -2.85 | 9.03 | 7.12 | -5.57 | 3.13 | 11.31 | 8.85 | -0.36 | 13.22 | 28.07 | -9.55 | 20.64 | 18.74 | 12.07 | 15.82 | 27.75 | 9.54 | 9.51 |
| Sharpe Ratio | NA | 0.13 | -0.30 | 0.36 | 0.38 | NA | NA | … | … | 0.00 | -0.01 | 1.00 | -1.36 | 1.69 | 1.95 | 2.16 | -0.51 | 1.52 | 1.26 | -0.86 | 0.49 | 1.56 | 1.65 | -0.03 | 1.04 | 2.92 | -1.35 | 1.39 | 1.68 | 1.36 | 1.67 | 4.68 | 1.71 | 1.64 |
| Standard Deviation(%) | NA | 8.38 | 11.21 | 10.68 | 8.75 | NA | NA | … | … | 9.29 | 8.47 | 9.46 | 14.75 | 10.53 | 8.85 | 4.94 | 8.24 | 5.52 | 5.48 | 6.52 | 6.40 | 7.23 | 5.33 | 11.33 | 12.65 | 9.57 | 7.73 | 12.66 | 9.21 | 7.27 | 8.92 | 5.78 | 4.92 | 4.38 |
| Draw Down(%) | NA | 5.95 | 19.74 | 22.26 | 22.26 | NA | NA | … | … | 0.83 | 5.95 | 8.00 | 22.21 | 6.63 | 9.09 | 2.59 | 10.82 | 3.01 | 6.03 | 9.64 | 5.69 | 6.31 | 4.18 | 10.45 | 8.49 | 4.98 | 16.86 | 10.01 | 10.18 | 5.75 | 10.22 | 2.57 | 3.68 | 3.19 |
| Yield(%) | NA | 3.33 | 4.54 | 3.89 | 3.67 | NA | NA | … | … | NA | 0.27 | 3.46 | 3.28 | 6.66 | 2.48 | 4.35 | 2.38 | 0.38 | 3.16 | 5.76 | 5.42 | 1.87 | 4.39 | 5.43 | 4.78 | 3.87 | 4.73 | 7.29 | 5.06 | 3.72 | 3.01 | 3.48 | 3.02 | 7.42 |
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 |
|---|---|---|---|---|
| Nationwide YourLife Survivorship VUL Tactical Asset Allocation Moderate |
-0.50%
Dec 2021 – Dec 2024 |
2.02%
Dec 2013 – Dec 2018 |
3.76%
Oct 2013 – Oct 2023 |
5.17%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Nationwide YourLife Survivorship VUL Tactical Asset Allocation Moderate |
22.12%
Oct 2004 – Oct 2007 |
20.52%
Oct 2002 – Oct 2007 |
14.58%
Apr 2001 – Apr 2011 |
10.70%
Jul 2001 – Jul 2016 |
Annualized Rolling Returns Comparison Chart