Historical Performace
This table illustrates how the specific indexed interest crediting strategies would have performed using actual historical performance of the S&P MARC 5% Excess Return, Nasdaq-100 ® , S&P 500 ® indices for the 20-year period from 2003 to 2022 had the annuity been available; assuming a contract issue date of 01/01/2003.
S&P MARC 5% *
Nasdaq-100 ©
S&P 500 ©
Index Return
Cap 5.40%
Index Return
Spec Rate 4.10%
Mth Sum Cap 2.15%
Par 50% Cap 5.60%
Par 100% Cap 5.40%
Index Return Par 95%
Year 2003
10.42% 9.90% 49.12% 5.40% 25.99% 4.10% 12.95% 5.60% 5.40% 2004 4.71% 4.47% 10.44% 5.40% 8.44% 4.10% 5.47% 4.22% 5.40% 2005 2.93% 2.78% 1.49% 1.49% 3.84% 4.10% 0.00% 1.92% 3.84% 2006 4.69% 4.46% 6.79% 5.40% 13.62% 4.10% 11.12% 5.60% 5.40% 2007 8.40% 7.98% 18.67% 5.40% 3.53% 4.10% 0.00% 1.76% 3.53% 2008 1.07% 1.02% -41.89% 0.00% -38.49% 0.00% 0.00% 0.00% 0.00% 2009 6.91% 6.57% 53.54% 5.40% 23.45% 4.10% 0.00% 5.60% 5.40% 2010 13.17% 12.52% 19.22% 5.40% 12.78% 4.10% 0.00% 5.60% 5.40% 2011 11.18% 10.62% 2.70% 2.70% 0.00% 0.00% 0.00% 0.00% 0.00% 2012 5.95% 5.65% 16.82% 5.40% 13.41% 4.10% 3.33% 5.60% 5.40% 2013 -3.08% 0.00% 34.99% 5.40% 29.60% 4.10% 13.55% 5.60% 5.40% 2014 6.48% 6.16% 17.94% 5.40% 11.39% 4.10% 5.19% 5.60% 5.40% 2015 -2.92% 0.00% 8.43% 5.40% -0.73% 0.00% 0.00% 0.00% 0.00% 2016 4.32% 4.10% 5.89% 5.40% 9.54% 4.10% 4.23% 4.77% 5.40% 2017 10.71% 10.17% 31.52% 5.40% 19.42% 4.10% 14.51% 5.60% 5.40% 2018 -3.30% 0.00% -1.04% 0.00% -6.24% 0.00% 0.00% 0.00% 0.00% 2019 13.70% 13.02% 37.96% 5.40% 28.88% 4.10% 10.34% 5.60% 5.40% 2020 8.28% 7.87% 47.58% 5.40% 16.26% 4.10% 0.00% 5.60% 5.40% 2021 0.28% 0.27% 26.63% 5.40% 24.52% 4.10% 11.89% 5.60% 5.40% 2022 -9.20% 0.00% -32.97% 0.00% -17.91% 0.00% 0.00% 0.00% 0.00% Avg. 4.74% 5.38% 15.69%4.26% 9.07% 3.08% 4.63% 3.71% 3.88%
All information for an index prior to its launch date is hypothetical back-tested, not actual performance, based on the index methodology in effect on the launch date. Back-tested performance reflects application of an index methodology and selection of index constituents with the benefit of hindsight and knowledge of factors that may have positively affected its performance, cannot account for all financial risk that may affect results and may be considered to reflect survivor/look ahead bias. Actual returns may differ significantly from, and be lower than, back-tested returns. Past performance is not an indication or guarantee of future results.
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ASIA PLUS 10 / AMERICAN NATIONAL
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