Investment Option Performance
Non-Standardized Average Annual Total Return as of Friday, November 21, 2014

Performance reports available via this website are authorized for use with prospective investors only when accompanied or preceded by current product and fund prospectuses containing detailed information about the policy, investment options, limitations and risks. You may access all prospectuses via this website or by contacting us; our address and telephone number are listed elsewhere in this website. Please read the prospectuses carefully before you invest or send any money. More information about the risks of certain investments and about total return performance reports is at the end of this screen.

 
  View Performance:

Performance by Investment Advisor

Performance by Asset Class

Month End Fund Performance

Standardized Returns

Asset Allocation Models

Historical Fund Numbers

,
Print Page

Trade Online


 ALPS Advisors, Inc. (Ibbotson)
Investment Option Unit
Price
  Gross Fund
Operating
Expense***
  1
Month**
  3
Month**
  Year to
Date**
  1
Year
  3
Year
  5
Year
  10 Year*
(or life of fund)
  Inception
Date
 
Balanced ETF Asset Allocation Class II   11.86   0.92%   2.65%   -0.24%   4.16%   5.27%   8.94%   6.54%   2.61% 04/30/2007
Growth ETF Asset Allocation Class II   11.38   0.92%   3.81%   -0.24%   4.49%   6.18%   11.45%   7.87%   2.36% 04/30/2007
Income and Growth ETF Asset Allocation Class II   12.404914   0.94%   1.6%   -0.33%   2.99%   3.58%   5.85%   4.59%   2.37% 04/30/2007

 American Century Investment Management, Inc. (American Century)
Investment Option Unit
Price
  Gross Fund
Operating
Expense***
  1
Month**
  3
Month**
  Year to
Date**
  1
Year
  3
Year
  5
Year
  10 Year*
(or life of fund)
  Inception
Date
 
VP Income & Growth I   12.616065   0.7%   6.57%   3.91%   11.87%   14.88%   21.59%   14.75%   6.13%* 10/30/1997
VP Mid Cap Value I   24.133013   1.01%   5.77%   2.69%   13.57%   15.63%   21.01%   15.23%   9.14% 12/01/2004

 Calvert Investment Management, Inc. (Calvert)
Investment Option Unit
Price
  Gross Fund
Operating
Expense***
  1
Month**
  3
Month**
  Year to
Date**
  1
Year
  3
Year
  5
Year
  10 Year*
(or life of fund)
  Inception
Date
 
VP EAFE International Index   87.936163   0.97%   3%   -5.03%   -3.94%   -1.96%   11.12%   3.98%   3.06%* 11/12/2002
VP Investment Grade Bond Index   58.79299   0.5%   -0.5%   0.47%   4.07%   3.36%   1.02%   2.64%   3.18%* 03/31/2003
VP Nasdaq 100 Index   10.328889   0.61%   7.08%   4.86%   17.81%   24.18%   23.63%   18.37%   9.46%* 04/27/2000
VP Natural Resources   45.932446   1.35%   1.55%   -9.08%   -7.41%   -6.08%   -1.29%   0.09%   -1.28% 12/28/2006
VP Russell 2000 Small Cap Index   21.428054   0.7%   5.27%   0.9%   0.19%   4.12%   17.99%   14.23%   6.1%* 04/27/2000
VP S&P 500 Index   140.128213   0.48%   6.38%   3.67%   12.02%   15.36%   20.63%   14.12%   6.36%* 12/29/1995
VP S&P MidCap 400 Index   24.822303   0.52%   5.65%   1.12%   7.29%   10.29%   19.31%   15.64%   8.28%* 05/03/1999
VP SRI Balanced I   3.159589   0.9%   3.84%   2.34%   8.45%   10.54%   12.28%   9.93%   4.42%* 09/02/1986
VP SRI Large Cap Value   107.937964   0.84%   5.24%   0.82%   8.23%   11.76%   19.9%   12.17%   5.65%* 08/15/1984
VP SRI Mid Cap Growth #   54.631067   1.15%   4.88%   2.2%   6.31%   6.53%   17.32%   16.91%   7.1%* 07/16/1991
VP Volatility Managed Moderate   16.166452   1.73%   2.66%   0.86%   6.13%   7%   N/A   N/A   4.62% 04/30/2013

 Deutsche Asset & Wealth Management
Investment Option Unit
Price
  Gross Fund
Operating
Expense***
  1
Month**
  3
Month**
  Year to
Date**
  1
Year
  3
Year
  5
Year
  10 Year*
(or life of fund)
  Inception
Date
 
Global Growth VIP-A   11.128082   1.45%   3.39%   -2.75%   0.62%   4.62%   13.42%   6.67%   5.35%* 05/01/1998
Small Mid Cap Value VIP-A   17.755693   0.82%   5.72%   -0.15%   4.18%   9.89%   17.35%   13.16%   7.87%* 05/01/1996

 Fidelity Management & Research Company (Fidelity)
Investment Option Unit
Price
  Gross Fund
Operating
Expense***
  1
Month**
  3
Month**
  Year to
Date**
  1
Year
  3
Year
  5
Year
  10 Year*
(or life of fund)
  Inception
Date
 
VIP Asset Manager IC   48.29921   0.63%   1.91%   -0.43%   5.42%   7.72%   10.69%   8.19%   5.15%* 09/06/1989
VIP Asset Manager: Growth IC   32.849013   0.72%   2.78%   -0.83%   5.83%   9.14%   14.03%   9.84%   5.38%* 01/03/1995
VIP Contrafund IC   69.156869   0.64%   5.76%   3.41%   10.98%   14.95%   19.93%   13.9%   8.01%* 01/03/1995
VIP Equity-Income IC   85.82164   0.57%   5.34%   1.31%   8.72%   10.93%   19.27%   12.95%   5.45%* 10/09/1986
VIP Growth IC   103.963788   0.66%   3.97%   1.72%   11.18%   16%   20.34%   16.51%   6.81%* 10/09/1986
VIP High Income IC   44.413238   0.68%   -0.28%   -1.96%   1.96%   2.81%   7.05%   7.47%   5.27%* 09/19/1985
VIP Investment Grade Bond IC   32.260731   0.42%   -0.49%   0.45%   4.21%   3.72%   2.16%   3.45%   3.43%* 12/05/1988
VIP Mid Cap SC2   44.401836   0.89%   6.93%   -0.43%   4.23%   8.78%   17.02%   12.45%   8.5%* 01/12/2000
VIP Money Market +   0.986004   0.26%   -0.11%   -0.31%   -1.1%   -1.24%   -1.18%   -1.14%   0.47%* 02/04/1987
VIP Overseas IC   36.942984   0.84%   3.76%   -3.62%   -6.31%   -2.36%   13.57%   5.94%   4.29%* 01/28/1987

 Franklin Advisors, Inc. (Franklin Templeton)
Investment Option Unit
Price
  Gross Fund
Operating
Expense***
  1
Month**
  3
Month**
  Year to
Date**
  1
Year
  3
Year
  5
Year
  10 Year*
(or life of fund)
  Inception
Date
 
Global Bond VIP Cl2   19.248503   0.76%   1.32%   0.12%   3.06%   4.03%   5.71%   5.5%   6.81%* 01/06/1999

 Fred Alger Management Inc. (Alger)
Investment Option Unit
Price
  Gross Fund
Operating
Expense***
  1
Month**
  3
Month**
  Year to
Date**
  1
Year
  3
Year
  5
Year
  10 Year*
(or life of fund)
  Inception
Date
 
Balanced I-2   42.465741   0.95%   4.04%   2.6%   8.35%   10.37%   9.69%   7.12%   4.26%* 09/05/1989

 Invesco Advisors Inc. (Invesco)
Investment Option Unit
Price
  Gross Fund
Operating
Expense***
  1
Month**
  3
Month**
  Year to
Date**
  1
Year
  3
Year
  5
Year
  10 Year*
(or life of fund)
  Inception
Date
 
V.I. Global Core Equity I   19.328731   1.09%   4.11%   -2.04%   1.69%   3.96%   12.72%   6.32%   2.15%* 01/02/1997
V.I. Global Real Estate I   18.662237   1.1%   3.2%   -1.26%   12.69%   11.66%   14.82%   9.84%   5.84%* 03/31/1998
V.I. International Growth I   37.552914   1.03%   5.23%   -1.92%   2.09%   5.35%   11.87%   7.6%   6.95%* 05/05/1993
V.I. Mid Cap Growth Fund Series I   5.621532   1.08%   6.52%   2.15%   6.84%   11.26%   17.69%   N/A   13.27% 06/01/2010

 Massachusetts Financial Services Company (MFS)
Investment Option Unit
Price
  Gross Fund
Operating
Expense***
  1
Month**
  3
Month**
  Year to
Date**
  1
Year
  3
Year
  5
Year
  10 Year*
(or life of fund)
  Inception
Date
 
New Discovery IC   31.095994   0.96%   4.7%   -1.78%   -8.34%   -2.69%   15.63%   14.29%   8.16%* 05/01/1998
Research International IC   14.325197   1.1%   3.63%   -4.08%   -3.59%   -2.23%   10.46%   4.82%   4.55% 04/29/2005
Total Return IC   26.994381   0.79%   3.48%   1.48%   6.9%   8.56%   12.46%   8.76%   4.84%* 01/03/1995
Utilities IC   88.567611   0.8%   4.81%   1.04%   14.77%   15.99%   16.85%   13.85%   11.42%* 01/03/1995
VIT II Strategic Income IC   10.542094   1.01%   -0.7%   -1.38%   2.43%   2.71%   4.24%   4.81%   4.07%* 05/06/1998

 Morgan Stanley Investment Management, Inc. (UIF)
Investment Option Unit
Price
  Gross Fund
Operating
Expense***
  1
Month**
  3
Month**
  Year to
Date**
  1
Year
  3
Year
  5
Year
  10 Year*
(or life of fund)
  Inception
Date
 
Emerging Markets Equity I   24.784629   1.71%   1.81%   -6.21%   0.13%   0.13%   5.34%   2.33%   7.81%* 10/01/1996
Global Tactical Asset Allocation I   16.892824   1.33%   2.53%   -0.79%   2.89%   4.35%   10.67%   5.96%   4.33%* 01/02/1997
U.S. Real Estate I   47.834731   1.1%   3.35%   3.41%   23.7%   22.98%   15.34%   15.42%   7.61%* 03/03/1997

 Neuberger Berman Management LLC (Neuberger Berman)
Investment Option Unit
Price
  Gross Fund
Operating
Expense***
  1
Month**
  3
Month**
  Year to
Date**
  1
Year
  3
Year
  5
Year
  10 Year*
(or life of fund)
  Inception
Date
 
AMT Mid Cap Intrinsic Value I   24.820507   1.04%   8.18%   3.14%   11.76%   13.9%   21.78%   15.7%   7.26%* 08/22/2001

 Pacific Investment Management Company LLC (PIMCO)
Investment Option Unit
Price
  Gross Fund
Operating
Expense***
  1
Month**
  3
Month**
  Year to
Date**
  1
Year
  3
Year
  5
Year
  10 Year*
(or life of fund)
  Inception
Date
 
Low Duration Adm   10.661972   0.65%   0.37%   0.06%   0.39%   -0.22%   1.37%   1.47%   2.55%* 02/16/1999
Total Return Adm   13.478132   0.65%   0.33%   0.29%   3.07%   2%   3.03%   3.25%   4.42%* 12/31/1997

 T. Rowe Price Associates, Inc. (T. Rowe Price)
Investment Option Unit
Price
  Gross Fund
Operating
Expense***
  1
Month**
  3
Month**
  Year to
Date**
  1
Year
  3
Year
  5
Year
  10 Year*
(or life of fund)
  Inception
Date
 
Blue Chip Growth-II   18.733031   1.1%   5.61%   2.82%   8.22%   13.58%   21.86%   15.81%   7.54%* 04/30/2002

 The Dreyfus Corporation (Dreyfus)
Investment Option Unit
Price
  Gross Fund
Operating
Expense***
  1
Month**
  3
Month**
  Year to
Date**
  1
Year
  3
Year
  5
Year
  10 Year*
(or life of fund)
  Inception
Date
 
MidCap Stock Service   34.135652   1.11%   5.82%   1.62%   10.71%   13.79%   22.12%   17.59%   7.4%* 05/01/1998

 Third Avenue Management LLC (Third Avenue)
Investment Option Unit
Price
  Gross Fund
Operating
Expense***
  1
Month**
  3
Month**
  Year to
Date**
  1
Year
  3
Year
  5
Year
  10 Year*
(or life of fund)
  Inception
Date
 
Value   33.234387   1.2%   4.54%   -2.9%   4.88%   5.89%   16.51%   7.52%   3.38%* 09/14/1999


+ Fidelity Money Market: as of shown above 7-Day Yield -1.23%, effective yield -1.22%
For Annuity I and II Fixed Account Rate, please contact Service Center at 1-800-745-1112. Ameritas Annuity III Fixed Account current rate is 3.500%
Initial rates guaranteed from policy date until policy anniversary. Thereafter, all amounts will earn the interest rate declared in the month of the last policy anniversary.


* 10-year figure
** Returns are cumulative, not average annual
*** Total annual fund operating expense ratio gross of any expense reimbursements or fee waivers. Note, however, that performance reflected in the chart is based on fund operating expense ratios that are net of any expense reimbursement or fee waiver. See the fund's prospectus for information concerning any reimbursements, waivers, or permitted recovery of same. The performance of an investment option with an applicable expense reimbursement or fee waiver would be lower without such waiver or reimbursement, and the performance of an investment option subject to recovery of a previous reimbursement or waiver would be higher without such recovery of reimbursement or waiver.
# Closed to new money

Non-standardized Performance Data
Non-standardized average annual total return for a specific period is calculated by taking a hypothetical $1,000 investment in a subaccount at the offering on the first day of the period ("initial investment"), and computing the ending redeemable value ("redeemable value") of that investment at the end of the period. The redeemable value is then divided by the initial investment and expressed as a percentage. Where a subaccount has less than 10 years of performance data, the non-standardized average annual total returns are shown for periods beginning on the inception date of the subaccount's underlying series fund portfolio.

Non-standardized performance returns are then annualized and reflect charges levied upon policy separate account assets only. Thus, like standardized performance returns, the non-standardized returns reflect fund company expenses, the current policy mortality and expense charge, and the current percentage administrative expense risk charge. Unlike standardized total returns, the non-standardized returns do not reflect any withdrawal charges (because the policy is assumed to continue), any policy fee or other charges not levied solely upon the separate account. For these reasons, non-standardized total returns for a subaccount are usually higher than standardized total returns for a subaccount. Some portfolio advisors have agreed to limit their expenses; without these limits, performance would have been lower. Yields shown are "annualized" yields. This means the income generated during the measured seven days is assumed to be generated each week over a 52 week period, and not reinvested, and is shown as a percentage of the investment.

We encourage you to obtain a personalized illustration which reflects all charges of the policy and the impact of those charges upon performance; contact your registered representative or us. See the prospectus for detailed information about policy charges and fund expenses.

Please Note: The following footnotes may not apply to all products.

Risks of Certain Kinds of Portfolios
Investment options are subject to market risk, which is the possibility that the market values of securities owned by the portfolio will decline and that the value of portfolio shares may therefore be less than what you paid for them. Accordingly, you can lose money investing in any investment option. Please be aware that some portfolios are subject to additional risks, which may include those listed below. More information about the specific risks involved can be found in each such portfolio's prospectus and by clicking on the fund portfolio name, above. The prospectuses for all of the portfolios available through the policy may be downloaded from this website, or contact us to send you a free copy.

Money Market Risk. Money market investment options are not insured or guaranteed by the Federal Deposit Insurance Corporation (FDIC) or any other governmental agency. Although the portfolio seeks to preserve the value of your investment at $1.00 per unit, it is possible to lose money by investing in this portfolio.

Overseas/emerging market, sector, and high income and small cap portfolios involve additional risk than may exist in portfolios investing in larger, more established or diversified companies in established countries.

High Yield Risk. Investment options that may invest up to 100% of net assets in lower rated bonds, commonly known as "junk bonds," entail greater risk than those portfolios that invest in higher rated securities.

International/Global/Emerging Markets Risk. International and global investment options involve risks associated with changes in currency values, economic, political and social uncertainty and market price swings. International and global portfolios may exhibit greater volatility of returns in the short-term. Risks that may be associated with investments in emerging markets include illiquidity and volatility.

Leveraged Risk. Investment options that borrow money to leverage involve more risk than portfolios that do not borrow money because the cost of borrowing money could exceed the returns for securities purchased or the securities purchased may go down in value.

Nondiversified Risk. Investment options that often invest in a more limited number of issuers involve more risk than portfolios that invest in a larger number of issuers because changes in the financial condition or market value of a single issuer may cause great volatility.

Sector Concentration Risk. Investment options that are at times more heavily invested in certain economic sectors may have more volatile performance than that of more broad-based portfolios.

Small Company Risk. Small company stocks, as a whole, may experience larger price fluctuations than large company stocks or other types of investments. Small companies tend to have shorter operating histories and may have less experienced management.

Additional Information
Franklin Templeton Variable Insurance Products Trust portfolios are generally sold only to insurance company separate accounts as investment options for variable insurance products.

The Calvert VP EAFE International Index portfolio is not sponsored, endorsed, sold or promoted by Morgan Stanley Capital International, Inc. (MSCI) or any affiliate of MSCI and MSCI makes no representation regarding the advisability of investing in the portfolio.

“Nasdaq” and related marks are trademarks or service marks of The Nasdaq Stock Market, Inc. and have been licensed for use for certain purposes by Calvert Group, Ltd. and the Nasdaq–100® Index Portfolio. The Nasdaq–100® Index is composed and calculated by Nasdaq without regard to Calvert Investment Management, Inc. Nasdaq makes no warranty, express or implied, and bears no liability with respect to the Calvert VP Nasdaq 100 Index Portfolio.

The “Russell 2000 Index” is a trademark/service mark of the Frank Russell Company. Russell is a trademark of the Frank Russell Company. Calvert Investment Management, Inc. and the Calvert VP Russell 2000 Small Cap Index Portfolio are not promoted, sponsored or endorsed by, nor in any way affiliated with Frank Russell Company. Frank Russell Company is not responsible for and makes no representation or warranty, express or implied, as to its accuracy, or completeness, or otherwise.

“S&P 500®” and “S&P MidCap 400 Index” are trademarks of McGraw-Hill, Inc. The Calvert VP S&P MidCap 400 and S&P 500 Index Portfolios are not sponsored, endorsed, sold or promoted by Standard & Poor’s and Standard & Poor’s makes no representation regarding the advisability of investing in the portfolios.

The Fixed Account is backed by the claims-paying ability of the insurance company issuing the policy.

Calvert Investment Management, Inc. (Calvert) is the advisor of the Calvert Variable Products (Calvert VP) portfolios. Calvert is an affiliate of Ameritas Life Insurance Corp. Each company is solely responsible for its own financial condition and contractual obligations.

Variable products are issued by Ameritas Life Insurance Corp. and underwritten by affiliate Ameritas Investment Corp. Variable products include risk of loss, including principal. Before investing, carefully consider the investment objectives, risks, charges, expenses and other important information about the policy issuer and underlying investment options. This material must be accompanied by current product and investment options prospectuses. Prospectuses are available on this website or by calling 800-745-1112. Please read them carefully before you invest or send money.


This is not an offer in any jurisdiction, nor is it specifically directed to residents of any jurisdiction. This policy may only be sold
pursuant to a prospectus and in those states where it is approved.
Not FDIC Insured May Lose Value No Bank Guarantee