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New York Life Lifetime Wealth Variable Universal Life (LWVUL) Accumulation Unit Values

This daily-updated chart is your resource for tracking the accumulation unit values of the Investment Divisions of the New York Life Lifetime Wealth Variable Universal Life (LWVUL) policies, which is no longer for sale. For more complete Portfolio Performance, including average annual total return, for the current and most recent month-end performance information, please read the performance summary.

These performance figures reflect investment management fees and direct operating expenses of the Investment Divisions. They do not reflect administrative costs, cost of insurance, and other policy charges (see the prospectus for details.) If these charges were applied, the returns would be lower. Consequently, the returns shown are greater than actual returns that would have been received under the policy during the periods shown. Policy fees and expenses vary by product. We recommend that you obtain a personalized illustration from your registered representative which takes into account the amount of insurance purchased, complete fees and charges under your specific policy, gender, age and underwriting classification. Performance data shown represents past performance and is not a guarantee of future results. Due to market volatility, current performance may be more or less than the figures shown.

These rates of return are not an estimate or guarantee of future performance. Your policy and the actual investment return of the subaccounts will fluctuate in response to market conditions and the specific Investment Divisions you choose. As a result, your contract when surrendered may be worth more or less than the original cost. The advisors to some of the Investment Divisions have assumed or reduced some of the Investment Division’s fees and expenses. Had these expenses not been assumed or reduced, the total returns for these Investment Divisions would have been significantly lower.


    08/28/2015   Change from 08/27/2015   % Change from 08/27/2015   % Change YTD
AB VPS International Value Portfolio - Class A   10.334673   (.022548)   (.22)   1.87
Alger Capital Appreciation Portfolio - Class I-2 Shares   17.485274   .028505   .16   3.17
Amer Cent Invstmnts VP Inflation Protection Fund - Class 2   11.339397   .045087   .40   (1.58)
BlackRock Global Allocation V.I. Fund - Class III   11.945260   .025781   .22   (.48)
Columbia Variable Portfolio - Small Cap Value Fund - Class 2   13.368852   .172131   1.30   (4.14)
DFA VA Global Bond Portfolio   10.681275   (.009844)   (.09)   1.31
DFA VA International Small Portfolio   13.120990   .056899   .44   4.25
DFA VA International Value Portfolio   12.023123   .041856   .35   (2.05)
DFA VA Short-Term Fixed Portfolio   10.105049   .000000   .00   .29
DFA VA U.S. Large Value Portfolio   15.964074   .051027   .32   (4.66)
DFA VA U.S. Targeted Value Portfolio   15.735799   .124958   .80   (3.40)
Delaware VIP Diversified Income Series-Standard Class   11.868053   .000000   .00   .07
Delaware VIP Emerging Markets Series-Standard Class   7.999477   .009931   .12   (15.35)
Delaware VIP Intl Value Equity Series-Standard Class   10.717281   (.009655)   (.09)   2.90
Delaware VIP Small Cap Value Series-Standard Class   14.303467   .100729   .71   (5.22)
Delaware VIP Value Series-Standard Cls.   17.541929   .000000   .00   (4.13)
Deutsche Small Cap Index VIP - Class A   14.953259   .125658   .85   (2.77)
Fidelity VIP Contrafund Portfolio - Initial Class   15.562522   .027504   .18   (1.10)
Fidelity VIP Equity-Income Portfolio - Initial Class   14.865811   .020967   .14   (4.14)
Fidelity VIP Index 500 Portfolio - Initial Class   16.422168   .012113   .07   (2.09)
Fidelity VIP Investment Grade Bond Portfolio-Initial Class   11.862921   .000000   .00   .01
Fidelity VIP Mid Cap Portfolio - Initial Class   14.282412   .034148   .24   .42
Fidelity VIP Overseas Portfolio - Initial Class   11.970607   .006174   .05   3.69
Invesco V.I. American Value Fund - Series I   15.946425   .065792   .41   (2.66)
Invesco V.I. Global Real Estate Fund - Series I   13.244220   (.056427)   (.42)   (4.70)
Invesco V.I. International Growth Fund - Series I   12.182232   .010913   .09   (3.96)
Janus Aspen Enterprise Portfolio - Institutional Shares   16.604240   .061303   .37   2.93
Janus Aspen Forty Portfolio - Institutional Shares   17.172280   .009779   .06   8.36
LVIP Baron Growth Opportunities Fund - Service Class   16.672845   .068463   .41   (2.14)
MFS International Value Portfolio - Initial Class   15.014310   .000000   .00   3.47
MFS New Discovery Series - Initial Class   13.857445   .101272   .74   4.01
MFS Research Bond Series - Initial Class   12.041788   .000000   .00   .16
MFS Value Series - Initial Class   16.098963   (.008934)   (.06)   (2.73)
MainStay VP Balanced - Initial Class   13.780562   .023934   .17   (2.71)
MainStay VP Bond - Initial Class   10.736018   (.002634)   (.02)   .35
MainStay VP Cash Management   1.000389   .000001   .00   .00
MainStay VP Conservative Allocation - Initial Class   12.127153   .018808   .16   (.90)
MainStay VP Convertible - Initial Class   13.707677   .048525   .36   (.15)
MainStay VP Eagle Small Cap Growth - Initial Class   13.547284   .062892   .47   1.00
MainStay VP Emerging Markets Equity - Initial Class   7.311340   .032762   .45   (13.20)
MainStay VP Floating Rate - Initial Class   11.199899   .007750   .07   2.44
MainStay VP Government - Initial Class   10.514803   .000076   .00   .66
MainStay VP High Yield Corporate Bond - Initial Class   13.031143   .019131   .15   1.98
MainStay VP ICAP Select Equity - Initial Class   14.766060   .044784   .30   (4.12)
MainStay VP Income Builder - Initial Class   13.276234   .036747   .28   (3.01)
MainStay VP International Equity - Initial Class   10.784975   .006863   .06   .22
MainStay VP Janus Balanced - Initial Class   13.331194   .012598   .09   (1.15)
MainStay VP Large Cap Growth - Initial Class   16.410035   .011735   .07   3.32
MainStay VP MFS Utilities - Initial Class   13.660740   .056059   .41   (5.63)
MainStay VP Moderate Allocation - Initial Class   12.752792   .025915   .20   (1.48)
MainStay VP Moderate Growth Allocation - Initial Class   13.406413   .038395   .29   (2.09)
MainStay VP PIMCO Real Return - Initial Class   9.705348   .014896   .15   (.41)
MainStay VP T. Rowe Price Equity Income - Initial Class   13.968870   .057177   .41   (7.80)
MainStay VP Unconstrained Bond - Initial Class   11.329888   .023823   .21   (.63)
MainStay VP Van Eck Global Hard Assets - Initial Class   6.550902   .139667   2.18   (19.93)
Neuberger Berman AMT Mid Cap Growth Portfolio - Class I   16.341701   .043396   .27   7.59
PIMCO VIT Total Return Portfolio - Administrative Class   11.751358   .025004   .21   .80
T. Rowe Price Blue Chip Growth Portfolio   18.276923   (.016585)   (.09)   6.37
T. Rowe Price International Stock Portfolio   11.596976   .007555   .07   .59
T. Rowe Price Limited-Term Bond Portfolio   10.534522   (.020953)   (.20)   .33
T. Rowe Price New America Growth Portfolio   16.540448   .006374   .04   4.22
The Merger Fund VL   10.694507   .019768   .19   (.46)
UIF U.S. Real Estate Portfolio - Class I   14.694092   (.023201)   (.16)   (4.28)
Victory VIF Diversified Stock Fund - Class A Shares   14.933439   .000000   .00   (2.21)


Lifetime Wealth Variable Universal Life (LWVUL) is issued by New York Life Insurance and Annuity Corporation (A Delaware Corporation) and distributed by NYLIFE Distributors, LLC, member FINRA/SIPC, wholly owned and subsidiaries of New York Life Insurance Company, 51 Madison Avenue, New York, New York 10010. LWVUL is offered by properly licensed registered representatives of NYLIFE Securities LLC (Member FINRA/SIPC) A Licensed Insurance Agency and Financial Advisers for Eagle Strategies LLC, A Registered Investment Advisers. For more complete information refer to the Lifetime Wealth Variable Universal Life (LWVUL) product prospectus and the individual fund prospectuses. To obtain the current prospectuses, please click here. Investors are asked to consider the investment objectives, risks, charges, and expenses of the investment carefully before investing. The prospectuses contain this and other information. Please read them carefully before investing.

In Oregon, the New York Life Lifetime Wealth Variable Universal Life (LWVUL) policy form number is 310.90.27.