Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AVTRX (American Century Vista R) | NA | 22.00% | 8.12% | 13.65% | NA | NA | NA | 5.15% |
Data as of 12/06/2013, AR inception is 08/11/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVTRX (American Century Vista R) | 08/11/2005 | 12/06/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.83 | 22.00 | 8.12 | 13.65 | NA | NA | NA | 5.15 | 19.72 | 14.85 | -8.43 | 23.20 | 21.23 | -48.90 | 38.13 | 8.50 | 3.75 |
| Sharpe Ratio | NA | 1.40 | 0.37 | 0.58 | NA | NA | NA | 0.15 | 1.36 | 0.91 | -0.28 | 0.96 | 0.73 | -1.18 | 1.67 | 0.26 | 0.46 |
| Standard Deviation(%) | NA | 15.65 | 22.06 | 24.44 | NA | NA | NA | 25.96 | 15.53 | 16.48 | 30.33 | 24.15 | 28.81 | 42.00 | 21.07 | 20.07 | 16.27 |
| Draw Down(%) | NA | 8.45 | 26.46 | 26.46 | NA | NA | NA | 58.07 | 8.45 | 12.49 | 26.46 | 19.10 | 17.53 | 57.07 | 15.34 | 22.02 | 9.19 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 1.46 | 0.98 | 0.73 | 1.83 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 12.33 | 0.82 | 0.00 |
Data as of 12/06/2013, AR inception is 08/11/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVTRX (American Century Vista R) |
-13.33%
Feb 2006 - Feb 2009 |
-5.20%
Oct 2007 - Oct 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVTRX (American Century Vista R) |
19.98%
Feb 2009 - Feb 2012 |
15.06%
Nov 2008 - Nov 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart