Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AVCYX (VP CAPITAL APPRECIATION FUND Y CLASS) | NA | 23.28% | 2.03% | 11.19% | NA | NA | NA | … | … |
Data as of 05/10/2024, Common starting date is 09/25/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVCYX (VP CAPITAL APPRECIATION FUND Y CLASS) | 09/25/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 23.28 | 2.03 | 11.19 | NA | NA | NA | … | … | 8.42 | 21.14 | -27.66 | 11.68 | 46.03 | 36.23 | -4.92 | 7.27 |
| Sharpe Ratio | NA | 1.26 | -0.01 | 0.36 | NA | NA | NA | … | … | 1.41 | 0.98 | -0.86 | 0.56 | 1.17 | 2.26 | -0.32 | 3.78 |
| Standard Deviation(%) | NA | 15.45 | 24.03 | 27.01 | NA | NA | NA | … | … | 15.18 | 17.30 | 33.87 | 20.81 | 39.07 | 15.42 | 19.39 | 7.77 |
| Draw Down(%) | NA | 15.86 | 40.24 | 40.24 | NA | NA | NA | … | … | 6.88 | 15.86 | 35.75 | 13.28 | 37.71 | 7.36 | 21.61 | 1.67 |
| Yield(%) | 0.00 | 4.02 | 4.99 | 9.30 | 7.22 | 4.82 | 3.61 | … | … | 3.59 | 0.15 | 10.71 | 12.55 | 11.42 | 20.04 | 0.56 | 7.77 |
Data as of 05/10/2024, Common starting date is 09/25/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVCYX (VP CAPITAL APPRECIATION FUND Y CLASS) |
-1.28%
Nov 2020 – Nov 2023 |
8.02%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVCYX (VP CAPITAL APPRECIATION FUND Y CLASS) |
30.48%
Dec 2018 – Dec 2021 |
14.25%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart