Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AVBTX (VP BALANCED FUND CLASS II) | NA | 12.66% | 2.09% | 6.73% | NA | NA | NA | … | … |
Data as of 05/10/2024, Common starting date is 05/05/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVBTX (VP BALANCED FUND CLASS II) | 05/05/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 12.66 | 2.09 | 6.73 | NA | NA | NA | … | … | 2.84 | 16.12 | -17.34 | 15.48 | 12.27 | 19.40 | -3.95 | 13.64 | 5.07 |
| Sharpe Ratio | NA | 1.09 | -0.02 | 0.41 | NA | NA | NA | … | … | 0.57 | 1.37 | -1.18 | 1.79 | 0.65 | 2.50 | -0.51 | 3.11 | 1.08 |
| Standard Deviation(%) | NA | 8.13 | 11.46 | 12.68 | NA | NA | NA | … | … | 7.74 | 8.74 | 15.93 | 8.62 | 18.53 | 7.19 | 10.38 | 4.20 | 6.98 |
| Draw Down(%) | NA | 8.22 | 22.42 | 22.42 | NA | NA | NA | … | … | 4.46 | 8.22 | 22.17 | 3.99 | 20.47 | 3.63 | 12.84 | 1.35 | 3.52 |
| Yield(%) | 0.00 | 1.81 | 5.80 | 6.33 | 4.76 | 3.17 | 2.38 | … | … | 0.51 | 1.81 | 14.19 | 5.42 | 4.38 | 3.87 | 1.82 | 5.40 | 0.57 |
Data as of 05/10/2024, Common starting date is 05/05/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVBTX (VP BALANCED FUND CLASS II) |
1.83%
Sep 2019 – Sep 2022 |
3.87%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVBTX (VP BALANCED FUND CLASS II) |
15.68%
Dec 2018 – Dec 2021 |
11.14%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart