Review of Popular Variable Annuity Plans & Their Asset Allocation Portfolios
Posted on May 31, 2012 at 14:27 PM EDT
The following are the latest performance of Tactical Asset Allocation(TAA) portfolios for several popular variable annuities: Tactical Asset Allocation Portfolio Performance Comparison (as of 5/30/2012) Portfolio/Fund Name YTDReturn 1Yr AR 1Yr Sharpe 3Yr AR 3Yr Sharpe 5Yr AR 5Yr Sharpe Schwab OneSource Annuity 4% 3% 59% 13% 136% 11% 100% Vanguard Variable Annuity 3% 1% 35% [...]
Innovaro NYSE COMPOSITE INDX PowerShares QQQ Trust, Series 1 S&P DEP RECEIPTS SPDR Dow Jones Industrial Average ETF Trust Standard & Poors 500 Vanguard Total Bond Market ETF iShares Core Total US Bond Fund iShares DJ US Real Estate Index Fund iShares MSCI Emerging Markets Index Fund iShares Trust Barclays 20+ Year Treasury Bond Fund iShares Trust Cohen & Steers Realty Majors Index Fund iShares Trust MSCI EAFE Index Fund
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