Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AVIPX (VP MID CAP VALUE FUND CLASS I) | NA | 8.57% | 3.45% | 8.39% | 8.52% | 12.19% | NA | … | … |
Data as of 05/14/2024, Common starting date is 12/01/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVIPX (VP MID CAP VALUE FUND CLASS I) | 12/01/2004 | 05/14/2024 |
| 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 | 8.57 | 3.45 | 8.39 | 8.52 | 12.19 | NA | … | … | 1.78 | 6.19 | -1.00 | 23.20 | 1.21 | 29.25 | -12.90 | 11.69 | 22.86 | -1.43 | 16.43 | 30.12 | 16.33 | -0.69 | 19.25 | 29.95 | -24.35 | -2.31 | 20.30 | 4.37 | 4.08 |
| Sharpe Ratio | NA | 0.47 | 0.08 | 0.32 | 0.43 | NA | NA | … | … | 0.11 | 0.20 | -0.13 | 1.68 | 0.03 | 2.29 | -0.99 | 1.42 | 1.60 | -0.10 | 1.63 | 2.81 | 1.40 | -0.03 | 1.13 | 1.16 | -0.67 | -0.36 | 1.95 | 0.21 | 7.48 |
| Standard Deviation(%) | NA | 11.10 | 15.16 | 21.43 | 17.57 | NA | NA | … | … | 9.78 | 12.94 | 19.50 | 13.80 | 37.82 | 12.11 | 14.42 | 7.82 | 14.14 | 14.32 | 10.05 | 10.71 | 11.73 | 22.96 | 16.99 | 25.73 | 37.38 | 15.29 | 8.69 | 10.21 | 8.03 |
| Draw Down(%) | NA | 12.29 | 17.38 | 39.54 | 39.54 | NA | NA | … | … | 5.18 | 13.41 | 17.38 | 6.74 | 39.54 | 7.14 | 21.54 | 4.27 | 9.30 | 11.10 | 7.12 | 4.70 | 9.01 | 20.35 | 13.51 | 27.42 | 39.71 | 15.20 | 6.54 | 7.99 | 1.39 |
| Yield(%) | 0.00 | 5.13 | 10.18 | 8.62 | 8.64 | 13.86 | 9.46 | … | … | 3.41 | 13.16 | 14.86 | 1.35 | 1.60 | 14.16 | 7.37 | 3.63 | 7.04 | 6.04 | 8.10 | 2.97 | 7.81 | 3.93 | 2.36 | 4.05 | 0.09 | 1.81 | 4.76 | 0.00 | 0.28 |
Data as of 05/14/2024, Common starting date is 12/01/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVIPX (VP MID CAP VALUE FUND CLASS I) |
-11.05%
Feb 2006 – Feb 2009 |
0.98%
May 2007 – May 2012 |
7.87%
Oct 2013 – Oct 2023 |
7.18%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVIPX (VP MID CAP VALUE FUND CLASS I) |
26.38%
Feb 2009 – Feb 2012 |
23.61%
Feb 2009 – Feb 2014 |
15.96%
Feb 2009 – Feb 2019 |
13.44%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart