Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AVVIY (Aviva PLC ADR) | -7.02% | 5.45% | 26.33% | 14.25% | 9.47% | 7.49% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/21/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVVIY (Aviva PLC ADR) | 10/21/2009 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.85 | 5.45 | 26.33 | 14.25 | 9.47 | 7.49 | NA | … | … | -7.02 | 67.81 | 13.78 | 12.65 | -0.18 | 31.87 | -9.37 | 25.66 | -27.50 | 22.25 | -18.35 | 5.83 | 1.49 | 27.21 | 44.38 | -19.94 | 1.02 | -11.63 |
| Sharpe Ratio | NA | 0.16 | 1.07 | 0.45 | 0.25 | NA | NA | … | … | -0.59 | 2.67 | 0.54 | 0.39 | -0.04 | 1.33 | -0.18 | 1.02 | -1.38 | 1.31 | -0.45 | 0.23 | 0.06 | 0.96 | 1.33 | -0.43 | 0.02 | -1.15 |
| Standard Deviation(%) | NA | 23.64 | 22.64 | 26.32 | 30.16 | NA | NA | … | … | 28.53 | 24.49 | 18.69 | 23.56 | 36.31 | 23.98 | 53.20 | 23.79 | 20.99 | 16.60 | 41.37 | 25.15 | 24.69 | 28.44 | 33.61 | 46.50 | 40.17 | 40.94 |
| Draw Down(%) | NA | 15.38 | 15.38 | 28.91 | 64.40 | NA | NA | … | … | 15.29 | 13.90 | 13.06 | 13.69 | 28.91 | 15.67 | 56.39 | 24.16 | 37.39 | 7.79 | 36.06 | 23.12 | 19.10 | 26.32 | 31.24 | 41.73 | 34.90 | 19.27 |
| Yield(%) | 0.00 | 6.36 | 9.31 | 11.28 | 7.78 | 6.31 | 4.88 | … | … | 3.79 | 8.15 | 7.98 | 7.21 | 27.52 | 6.65 | 6.87 | 8.22 | 5.55 | 5.07 | 4.10 | 3.84 | 3.52 | 3.57 | 8.54 | 6.74 | 5.83 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/21/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVVIY (Aviva PLC ADR) |
-17.88%
Apr 2017 – Apr 2020 |
-12.30%
Apr 2015 – Apr 2020 |
-0.92%
Oct 2010 – Oct 2020 |
5.46%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVVIY (Aviva PLC ADR) |
38.41%
Sep 2022 – Sep 2025 |
30.30%
May 2020 – May 2025 |
11.41%
Feb 2016 – Feb 2026 |
10.61%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart