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Performance Analysis Guide
The Performance
Analysis Section of this site allows you to research the performance of
all the sub-accounts by various criteria. You may look up the rates of
return over time intervals from one week to ten years, find only those
sub-accounts that achieved a certain rate of return or higher, the
combinations are endless.
We have set the defaluts for all our
input screens as an example of the variety of combinations that you may
search by.
Beginning a Search
Company or Product
First select a field from
either the "Company" or "Product" scrolling menu. You can chose only one
from either menu.
Select Field
Now chose a
field from the "Select Field" pull down menu, we have select 1 Year for
the default. You may a choose a field for each of the successive "Select
Field" creating an output of more than one time interval. You could selct
"1 Year", "3 Years", and "5 Years". Remeber the first "Select Field"
entry is the one that the input is sorted by.
Range
This allows you to find sub-accounts that are
"=" (equal to), ">" (greater than), "=>" (equal to or greater than), "=<"
(equal to or less than), "<" (less than) the value that you set in the
"Field" box.
Value
To set the percentage
value that your searching for enter that value without the percentage
sign.
Range
Use this field to set an upper
limit to your search. Used in combination with the first "Range" field you
can search for a band of results such as; find all the subaccounts with a
return greater or equal to 30% and equal to or less than
40%.
Value
Use this filed to set an upper
value to your search.
Rank
You may rank
your results in either decending or acending order.
Explination of
choices available in "Select Field"
Objective
Definitions of Investment Objective as defined the Lipper
Analytical.
Advisor Group
The company that actually manages the assest in this usb-account.
Mortality
The mortality expense charges to the policy each year.
Assets
The Total Net Assets of the subaccount
- TNA.
Price
The Annuity Unit Value as reported by Lipper Analytical before a
contingent deferred sales charge is applied.
Time Intervals
You may select time intervals from one week to ten years. Which
subaccounts over the past five years were the top performer....? Selct the
5 Year time interval and we;ll list them for you.
Ranking
Rank sub-accounts according to thier performance by Investment Object -
you select the time interval.
Compare with Indicies
You may compare the results of your search with one of the major indexes
available. Choose for the list available......who beat the S&P 500?
Graphing
Once your search has been completed you can graph the results, compare
sub-account with sub-account, sub-account with index. A real eye opener,
"A picture is worth a thousand words."
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