Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APTIX (VP INFLATION PROTECTION FUND CLASS I) | NA | -1.44% | -2.32% | 1.74% | 1.90% | 3.02% | 3.26% | … | … |
Data as of 05/10/2024, Common starting date is 05/10/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APTIX (VP INFLATION PROTECTION FUND CLASS I) | 05/10/2004 | 05/10/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.44 | -2.32 | 1.74 | 1.90 | 3.02 | 3.26 | … | … | -1.53 | 3.59 | -12.91 | 6.61 | 9.81 | 9.16 | -1.47 | 3.92 | 6.06 | -2.28 | 3.59 | -8.21 | 7.54 | 12.10 | 5.25 | 10.40 | -1.87 | 9.71 | 1.89 | 0.55 | 7.27 |
| Sharpe Ratio | NA | -0.81 | -0.65 | 0.02 | 0.14 | NA | NA | … | … | -1.58 | -0.09 | -1.62 | 1.49 | 1.32 | 2.06 | -0.85 | 0.95 | 1.34 | -0.48 | 0.96 | -1.62 | 1.84 | 1.93 | 0.99 | 1.49 | -0.28 | 1.24 | -0.37 | -0.40 | 2.08 |
| Standard Deviation(%) | NA | 6.47 | 7.08 | 6.65 | 5.47 | NA | NA | … | … | 4.97 | 7.21 | 8.84 | 4.43 | 7.23 | 3.77 | 3.31 | 3.47 | 4.35 | 4.80 | 3.71 | 5.11 | 4.11 | 6.25 | 5.23 | 6.93 | 9.86 | 5.42 | 3.76 | 4.09 | 4.98 |
| Draw Down(%) | NA | 6.18 | 15.73 | 15.73 | 15.73 | NA | NA | … | … | 2.37 | 6.75 | 14.84 | 2.95 | 12.16 | 2.39 | 3.36 | 1.95 | 4.22 | 5.31 | 2.89 | 10.35 | 2.24 | 3.34 | 4.79 | 3.16 | 13.45 | 2.89 | 2.98 | 3.09 | 1.75 |
| Yield(%) | 0.00 | 3.52 | 3.90 | 3.53 | 3.15 | 3.82 | 3.84 | … | … | 0.50 | 3.63 | 5.21 | 3.43 | 1.67 | 2.70 | 4.10 | 2.88 | 4.26 | 2.29 | 4.02 | 5.18 | 5.05 | 5.67 | 1.78 | 1.98 | 4.36 | 4.86 | 3.49 | 3.28 | 2.54 |
Data as of 05/10/2024, Common starting date is 05/10/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APTIX (VP INFLATION PROTECTION FUND CLASS I) |
-2.42%
Dec 2012 – Dec 2015 |
0.03%
Apr 2013 – Apr 2018 |
1.05%
Sep 2012 – Sep 2022 |
2.72%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APTIX (VP INFLATION PROTECTION FUND CLASS I) |
11.15%
Oct 2008 – Oct 2011 |
7.67%
May 2007 – May 2012 |
4.63%
Jun 2004 – Jun 2014 |
4.53%
Dec 2006 – Dec 2021 |
Annualized Rolling Returns Comparison Chart