Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AIVAF (Aviva plc) | -5.28% | 0.82% | 25.16% | 19.46% | 11.44% | 8.17% | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AIVAF (Aviva plc) | 04/06/2010 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.99 | 0.82 | 25.16 | 19.46 | 11.44 | 8.17 | NA | … | … | -5.28 | 68.56 | 12.27 | 9.12 | 22.20 | 31.33 | -9.79 | 24.17 | -26.10 | 17.86 | -15.72 | 2.72 | 1.85 | 35.57 | 35.99 | -25.99 | 5.04 |
| Sharpe Ratio | NA | 0.28 | 0.88 | 0.51 | 0.26 | NA | NA | … | … | -0.22 | 2.38 | 0.30 | 0.21 | 0.38 | 1.10 | -0.16 | 0.69 | -1.14 | 0.91 | -0.33 | 0.12 | 0.06 | 0.87 | 0.74 | -0.54 | 0.13 |
| Standard Deviation(%) | NA | 26.98 | 28.44 | 34.63 | 37.51 | NA | NA | … | … | 33.04 | 27.76 | 29.14 | 26.06 | 54.28 | 28.34 | 62.80 | 32.91 | 24.28 | 19.00 | 47.87 | 23.27 | 32.21 | 40.74 | 48.72 | 47.96 | 50.78 |
| Draw Down(%) | NA | 13.38 | 15.85 | 32.42 | 64.48 | NA | NA | … | … | 10.88 | 13.88 | 15.85 | 14.77 | 32.42 | 14.72 | 55.47 | 21.38 | 38.25 | 8.55 | 38.06 | 18.77 | 18.87 | 35.71 | 34.96 | 45.42 | 25.55 |
| Yield(%) | 0.00 | 6.08 | 9.05 | 11.08 | 7.54 | 5.79 | 5.17 | … | … | 3.88 | 8.22 | 8.09 | 6.89 | 25.33 | 6.52 | 6.08 | 8.07 | 5.78 | 5.20 | 4.01 | 4.35 | 3.51 | 3.89 | 3.58 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIVAF (Aviva plc) |
-17.84%
May 2017 – May 2020 |
-12.96%
May 2015 – May 2020 |
-2.18%
Oct 2010 – Oct 2020 |
7.68%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIVAF (Aviva plc) |
37.34%
Sep 2022 – Sep 2025 |
36.06%
Oct 2020 – Oct 2025 |
13.04%
Feb 2016 – Feb 2026 |
10.15%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart