Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AVCWX (VP CAPITAL APPRECIATION FUND CLASS II) | NA | 22.79% | 1.55% | 10.65% | 10.40% | NA | NA | … | … |
Data as of 05/10/2024, Common starting date is 04/28/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVCWX (VP CAPITAL APPRECIATION FUND CLASS II) | 04/28/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 22.79 | 1.55 | 10.65 | 10.40 | NA | NA | … | … | 8.20 | 20.55 | -27.98 | 11.15 | 45.33 | 35.52 | -5.36 | 21.66 | 3.08 | 1.73 | 11.58 |
| Sharpe Ratio | NA | 1.23 | -0.03 | 0.33 | 0.43 | NA | NA | … | … | 1.36 | 0.95 | -0.87 | 0.54 | 1.15 | 2.21 | -0.34 | 2.42 | 0.18 | 0.11 | 1.25 |
| Standard Deviation(%) | NA | 15.44 | 24.04 | 27.03 | 21.97 | NA | NA | … | … | 15.25 | 17.26 | 33.91 | 20.77 | 39.12 | 15.44 | 19.45 | 8.74 | 16.06 | 15.92 | 13.96 |
| Draw Down(%) | NA | 16.05 | 40.44 | 40.44 | 40.44 | NA | NA | … | … | 6.93 | 16.05 | 35.90 | 13.31 | 37.72 | 7.49 | 21.72 | 3.92 | 16.36 | 12.59 | 11.32 |
| Yield(%) | 0.00 | 4.22 | 5.16 | 9.42 | 9.72 | 6.68 | 5.01 | … | … | 3.77 | 0.16 | 11.10 | 12.88 | 11.54 | 20.24 | 0.56 | 13.58 | 9.65 | 6.79 | 0.00 |
Data as of 05/10/2024, Common starting date is 04/28/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVCWX (VP CAPITAL APPRECIATION FUND CLASS II) |
-1.76%
Nov 2020 – Nov 2023 |
4.24%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVCWX (VP CAPITAL APPRECIATION FUND CLASS II) |
29.85%
Dec 2018 – Dec 2021 |
22.06%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart