Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AVPGX (VP INCOME & GROWTH FUND CLASS II) | NA | 19.49% | 1.40% | 8.70% | 8.21% | 11.40% | 7.76% | … | … |
Data as of 05/10/2024, Common starting date is 05/01/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVPGX (VP INCOME & GROWTH FUND CLASS II) | 05/01/2002 | 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 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 19.49 | 1.40 | 8.70 | 8.21 | 11.40 | 7.76 | … | … | 6.04 | 8.24 | -12.78 | 23.41 | 12.08 | 23.92 | -7.32 | 20.29 | 13.20 | -5.95 | 12.33 | 35.48 | 14.45 | 2.86 | 14.11 | 17.29 | -34.46 | -0.44 | 16.81 | 4.52 | 12.57 | 29.19 | -17.20 |
| Sharpe Ratio | NA | 1.50 | -0.06 | 0.36 | 0.43 | NA | NA | … | … | 1.50 | 0.31 | -0.70 | 1.65 | 0.36 | 1.79 | -0.51 | 2.78 | 1.00 | -0.39 | 1.12 | 3.32 | 1.13 | 0.12 | 0.75 | 0.64 | -0.88 | -0.21 | 1.27 | 0.22 | 1.06 | 1.77 | -0.89 |
| Standard Deviation(%) | NA | 10.45 | 15.54 | 19.96 | 16.92 | NA | NA | … | … | 9.29 | 12.91 | 20.24 | 14.16 | 32.88 | 12.57 | 17.00 | 7.11 | 13.04 | 15.24 | 10.97 | 10.66 | 12.87 | 23.18 | 18.59 | 26.81 | 40.04 | 16.62 | 10.71 | 10.78 | 10.99 | 16.13 | 28.81 |
| Draw Down(%) | NA | 10.13 | 22.30 | 32.75 | 32.75 | NA | NA | … | … | 5.69 | 11.80 | 22.30 | 5.96 | 32.75 | 7.59 | 20.21 | 2.56 | 9.22 | 14.82 | 7.28 | 4.65 | 10.23 | 18.61 | 16.07 | 29.07 | 46.58 | 13.88 | 8.30 | 7.01 | 6.47 | 13.99 | 29.91 |
| Yield(%) | 0.00 | 1.32 | 8.55 | 11.06 | 9.43 | 14.06 | 8.64 | … | … | 0.31 | 1.31 | 23.03 | 17.49 | 6.36 | 11.37 | 9.11 | 4.69 | 4.16 | 9.89 | 1.89 | 2.26 | 2.01 | 1.34 | 1.52 | 4.22 | 11.70 | 1.63 | 1.60 | 1.75 | 1.19 | 1.24 | 0.00 |
Data as of 05/10/2024, Common starting date is 05/01/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVPGX (VP INCOME & GROWTH FUND CLASS II) |
-16.04%
Feb 2006 – Feb 2009 |
-7.26%
Feb 2004 – Feb 2009 |
4.52%
Jun 2002 – Jun 2012 |
5.60%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVPGX (VP INCOME & GROWTH FUND CLASS II) |
23.86%
Feb 2009 – Feb 2012 |
21.96%
Feb 2009 – Feb 2014 |
14.83%
Feb 2009 – Feb 2019 |
12.83%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart