Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AVVTX (VP LARGE COMPANY VALUE FUND CLASS II) | NA | 9.54% | 3.81% | 8.37% | 7.55% | 9.86% | NA | … | … |
Data as of 05/10/2024, Common starting date is 12/14/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVVTX (VP LARGE COMPANY VALUE FUND CLASS II) | 12/14/2004 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.54 | 3.81 | 8.37 | 7.55 | 9.86 | NA | … | … | 3.82 | 3.79 | -0.42 | 21.53 | 2.49 | 27.31 | -8.19 | 10.96 | 15.03 | -4.05 | 11.62 | 29.32 | 14.42 | -0.64 | 9.28 | 12.68 | -40.37 | -1.99 | 19.33 | 1.67 | 1.51 |
| Sharpe Ratio | NA | 0.60 | 0.11 | 0.35 | 0.40 | NA | NA | … | … | 0.84 | -0.04 | -0.10 | 1.80 | 0.07 | 2.34 | -0.65 | 1.42 | 0.99 | -0.25 | 0.96 | 2.61 | 1.12 | -0.03 | 0.51 | 0.44 | -0.94 | -0.30 | 1.83 | -0.05 | 5.43 |
| Standard Deviation(%) | NA | 9.51 | 13.49 | 19.23 | 16.59 | NA | NA | … | … | 8.66 | 11.27 | 17.59 | 11.92 | 34.10 | 11.05 | 14.61 | 7.31 | 15.04 | 16.64 | 12.05 | 11.21 | 12.98 | 23.76 | 17.91 | 28.43 | 43.58 | 16.44 | 8.80 | 9.96 | 6.50 |
| Draw Down(%) | NA | 10.91 | 16.66 | 35.66 | 35.66 | NA | NA | … | … | 5.04 | 10.91 | 16.66 | 5.84 | 35.66 | 6.74 | 18.47 | 3.86 | 12.08 | 15.07 | 10.08 | 5.26 | 10.26 | 20.51 | 16.47 | 31.09 | 51.99 | 13.74 | 6.94 | 6.27 | 0.66 |
| Yield(%) | 0.00 | 3.18 | 4.86 | 4.50 | 5.25 | 6.93 | 3.56 | … | … | 1.67 | 5.09 | 6.82 | 1.43 | 2.14 | 4.84 | 7.14 | 6.89 | 8.04 | 1.50 | 0.29 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.57 |
Data as of 05/10/2024, Common starting date is 12/14/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVVTX (VP LARGE COMPANY VALUE FUND CLASS II) |
-19.20%
Feb 2006 – Feb 2009 |
-7.33%
May 2007 – May 2012 |
2.11%
Feb 2006 – Feb 2016 |
3.00%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVVTX (VP LARGE COMPANY VALUE FUND CLASS II) |
20.08%
Sep 2011 – Sep 2014 |
18.37%
Feb 2009 – Feb 2014 |
12.44%
Feb 2009 – Feb 2019 |
11.18%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart