Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AVMTX (VP MID CAP VALUE FUND CLASS II) | NA | 8.58% | 2.92% | 7.88% | 8.29% | 11.83% | NA | … | … |
Data as of 05/10/2024, Common starting date is 12/13/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVMTX (VP MID CAP VALUE FUND CLASS II) | 12/13/2004 | 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 | 8.58 | 2.92 | 7.88 | 8.29 | 11.83 | NA | … | … | 1.69 | 6.07 | -1.19 | 23.01 | 1.11 | 29.10 | -13.03 | 11.47 | 22.71 | -1.58 | 16.24 | 29.90 | 16.23 | -0.85 | 19.06 | 29.79 | -24.51 | -2.43 | 20.23 | 4.28 | 3.02 |
| Sharpe Ratio | NA | 0.43 | 0.04 | 0.29 | 0.42 | NA | NA | … | … | 0.11 | 0.14 | -0.13 | 1.67 | 0.02 | 2.29 | -1.00 | 1.38 | 1.60 | -0.11 | 1.61 | 2.80 | 1.40 | -0.04 | 1.12 | 1.15 | -0.68 | -0.36 | 1.97 | 0.21 | 10.39 |
| Standard Deviation(%) | NA | 11.11 | 15.22 | 21.46 | 17.57 | NA | NA | … | … | 9.94 | 12.91 | 19.49 | 13.79 | 37.85 | 12.10 | 14.38 | 7.87 | 14.09 | 14.35 | 10.05 | 10.67 | 11.67 | 22.90 | 16.94 | 25.76 | 37.26 | 15.29 | 8.63 | 10.21 | 7.37 |
| Draw Down(%) | NA | 12.31 | 17.43 | 39.55 | 39.55 | NA | NA | … | … | 5.18 | 13.50 | 17.43 | 6.77 | 39.55 | 7.18 | 21.62 | 4.32 | 9.29 | 11.12 | 7.15 | 4.65 | 9.00 | 20.40 | 13.47 | 27.45 | 39.71 | 15.27 | 6.55 | 8.08 | 0.73 |
| Yield(%) | 0.00 | 4.99 | 9.93 | 8.32 | 8.41 | 13.23 | 9.15 | … | … | 3.37 | 13.02 | 14.72 | 1.20 | 1.48 | 13.99 | 7.23 | 3.47 | 6.87 | 5.90 | 7.93 | 2.79 | 7.65 | 3.78 | 2.27 | 3.77 | 0.06 | 1.61 | 4.59 | 0.00 | 0.27 |
Data as of 05/10/2024, Common starting date is 12/13/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVMTX (VP MID CAP VALUE FUND CLASS II) |
-11.20%
Feb 2006 – Feb 2009 |
0.85%
May 2007 – May 2012 |
7.71%
Oct 2013 – Oct 2023 |
7.03%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVMTX (VP MID CAP VALUE FUND CLASS II) |
26.23%
Feb 2009 – Feb 2012 |
23.44%
Feb 2009 – Feb 2014 |
15.79%
Feb 2009 – Feb 2019 |
13.28%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart