Index Analyzer
10 strategies · 3 index series
Backtest window
2016–2026 (10y)
10 crediting years3 idx seriesas of 2026-05-01
Honest: each year priced with the caps/pars in effect then.
Strategies
Carriers
Products
Indices
A− or better
States
—
Method mix
PTP 7 · Trig 2 · Dual 1
Strategies ranked
Top backtested return
14.00%
Avg honesty gap
-3.17%
point-in-time vs naive
Top crediting methods
| # | Carrier | Product · Strategy | Index | Method | Terms | Path | Return | Δ vs naive |
|---|---|---|---|---|---|---|---|---|
| Top | American EquityA- | American Equity AssetShield 10 S&P 500 Annual Participation w/ Fee | SPX | Annual PTP | 125% par | 14.00% | -4.48% | |
| 2 | AtheneA+ | Athene Ascent Pro 10 BNP MARC 5 2-Yr Uncapped Participation | MARC5 | 2-Yr PTP | 160% par | 8.31% | -3.07% | |
| 3 | AllianzA+ | Allianz 222 S&P 500 Annual Point-to-Point Cap | SPX | Annual PTP | 9.75% cap | 6.73% | -3.68% | |
| 4 | AtheneA+ | Athene Ascent Pro 10 S&P 500 Annual Point-to-Point Cap | SPX | Annual PTP | 10.50% cap | 6.27% | -3.87% | |
| 5 | NationwideA+ | Nationwide New Heights 10 S&P 500 Annual Point-to-Point Cap | SPX | Annual PTP | 10.25% cap | 6.04% | -3.87% | |
| 6 | NationwideA+ | Nationwide New Heights 10 S&P 500 Annual Dual Directional | SPX | Dual directional | 9.00% cap · 10.00% barrier | 5.50% | -3.28% | |
| 7 | NationwideA+ | Nationwide New Heights 10 Russell 2000 2-Yr Point-to-Point Cap | RTY | 2-Yr PTP | 21.00% cap | 5.48% | -3.40% | |
| 8 | AllianzA+ | Allianz 222 BNP MARC 5 Annual Uncapped, 2.50% Spread | MARC5 | Annual PTP | 2.50% spread | 4.84% | -1.55% | |
| 9 | AtheneA+ | Athene Ascent Pro 10 S&P 500 Annual Performance Trigger | SPX | Trigger | 7.00% trigger | 4.63% | -2.37% | |
| 10 | American EquityA- | American Equity AssetShield 10 S&P 500 Annual Performance Trigger | SPX | Trigger | 6.40% trigger | 4.30% | -2.10% | |
| Avg return 6.61%Median cap 10.25%Uncapped 5With bonus 2 | ||||||||