Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AVPSX (VP ULTRA FUND CLASS II) | NA | 29.90% | 7.43% | 17.09% | 15.59% | 16.41% | 10.96% | … | … |
Data as of 05/10/2024, Common starting date is 12/12/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVPSX (VP ULTRA FUND CLASS II) | 12/12/2002 | 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 | 29.90 | 7.43 | 17.09 | 15.59 | 16.41 | 10.96 | … | … | 7.78 | 43.20 | -32.33 | 22.96 | 51.68 | 34.55 | 0.29 | 32.04 | 4.36 | 6.03 | 9.83 | 36.92 | 13.78 | 0.86 | 15.92 | 34.55 | -41.30 | 20.84 | -3.39 | 1.97 | 10.59 | 24.80 | -2.83 |
| Sharpe Ratio | NA | 1.74 | 0.22 | 0.61 | 0.70 | NA | NA | … | … | 1.28 | 2.38 | -1.03 | 1.28 | 1.39 | 2.15 | -0.05 | 3.86 | 0.29 | 0.37 | 0.72 | 3.09 | 0.96 | 0.03 | 0.86 | 1.42 | -1.14 | 1.05 | -0.59 | -0.02 | 0.78 | 1.41 | -2.69 |
| Standard Deviation(%) | NA | 15.00 | 23.06 | 25.57 | 21.07 | NA | NA | … | … | 15.18 | 16.56 | 32.69 | 17.98 | 36.84 | 15.40 | 21.26 | 8.17 | 14.33 | 16.26 | 13.55 | 11.93 | 14.44 | 24.87 | 18.30 | 24.26 | 37.06 | 17.00 | 11.27 | 10.67 | 12.34 | 17.12 | 17.14 |
| Draw Down(%) | NA | 12.11 | 35.34 | 35.34 | 35.34 | NA | NA | … | … | 7.23 | 12.11 | 34.86 | 9.86 | 31.93 | 10.18 | 22.98 | 2.06 | 13.07 | 12.58 | 7.88 | 6.24 | 11.45 | 19.92 | 15.67 | 20.61 | 49.34 | 9.53 | 14.47 | 8.98 | 11.28 | 11.46 | 3.95 |
| Yield(%) | 0.00 | 9.88 | 8.12 | 11.45 | 12.37 | 18.85 | 10.62 | … | … | 8.34 | 8.85 | 8.37 | 7.50 | 10.38 | 12.51 | 10.83 | 5.68 | 4.27 | 10.29 | 0.24 | 0.44 | 0.00 | 0.00 | 0.44 | 0.19 | 13.02 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.08 |
Data as of 05/10/2024, Common starting date is 12/12/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVPSX (VP ULTRA FUND CLASS II) |
-15.52%
Feb 2006 – Feb 2009 |
-8.17%
Feb 2004 – Feb 2009 |
5.46%
Jun 2003 – Jun 2013 |
7.71%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVPSX (VP ULTRA FUND CLASS II) |
35.89%
Dec 2018 – Dec 2021 |
27.60%
Oct 2016 – Oct 2021 |
20.44%
Sep 2011 – Sep 2021 |
17.96%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart