Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AVPUX (VP ULTRA FUND CLASS I) | NA | 30.10% | 7.60% | 17.25% | 15.79% | 16.61% | 11.13% | … | … |
Data as of 05/10/2024, Common starting date is 03/07/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVPUX (VP ULTRA FUND CLASS I) | 03/07/2002 | 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 | 30.10 | 7.60 | 17.25 | 15.79 | 16.61 | 11.13 | … | … | 7.83 | 43.45 | -32.24 | 23.13 | 51.93 | 34.67 | 0.45 | 32.56 | 4.45 | 6.25 | 10.00 | 37.08 | 13.92 | 1.07 | 16.22 | 34.51 | -41.14 | 21.02 | -3.28 | 2.17 | 10.68 | 24.90 | -22.87 |
| Sharpe Ratio | NA | 1.75 | 0.23 | 0.61 | 0.70 | NA | NA | … | … | 1.28 | 2.39 | -1.03 | 1.29 | 1.40 | 2.16 | -0.04 | 3.01 | 0.30 | 0.38 | 0.74 | 3.09 | 0.97 | 0.04 | 0.88 | 1.42 | -1.13 | 1.06 | -0.59 | 0.00 | 0.78 | 1.41 | -1.15 |
| Standard Deviation(%) | NA | 15.05 | 23.05 | 25.56 | 21.18 | NA | NA | … | … | 15.24 | 16.57 | 32.67 | 17.96 | 36.83 | 15.41 | 21.27 | 10.64 | 14.36 | 16.24 | 13.57 | 11.98 | 14.47 | 24.87 | 18.26 | 24.21 | 37.05 | 17.02 | 11.17 | 10.63 | 12.46 | 17.19 | 24.52 |
| Draw Down(%) | NA | 12.10 | 35.28 | 35.28 | 35.28 | NA | NA | … | … | 7.23 | 12.10 | 34.79 | 9.84 | 31.92 | 10.13 | 22.96 | 5.29 | 13.12 | 12.52 | 7.84 | 6.24 | 11.48 | 19.98 | 15.60 | 20.57 | 49.20 | 9.55 | 14.33 | 8.96 | 11.16 | 11.46 | 29.72 |
| Yield(%) | 0.00 | 9.51 | 7.88 | 11.21 | 12.29 | 18.84 | 10.69 | … | … | 8.02 | 8.54 | 8.12 | 7.30 | 10.15 | 12.28 | 10.81 | 5.75 | 4.36 | 10.31 | 0.38 | 0.59 | 0.00 | 0.00 | 0.63 | 0.30 | 12.93 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.18 |
Data as of 05/10/2024, Common starting date is 03/07/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVPUX (VP ULTRA FUND CLASS I) |
-15.43%
Feb 2006 – Feb 2009 |
-8.06%
Feb 2004 – Feb 2009 |
2.92%
May 2002 – May 2012 |
6.83%
Apr 2002 – Apr 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVPUX (VP ULTRA FUND CLASS I) |
36.07%
Dec 2018 – Dec 2021 |
27.84%
Oct 2016 – Oct 2021 |
20.65%
Sep 2011 – Sep 2021 |
18.16%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart