Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AWRIX (VP GROWTH FUND CLASS I) | NA | 41.79% | 11.14% | 17.29% | 14.78% | NA | NA | … | … |
Data as of 03/26/2024, Common starting date is 05/03/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AWRIX (VP GROWTH FUND CLASS I) | 05/03/2011 | 03/26/2024 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 41.79 | 11.14 | 17.29 | 14.78 | NA | NA | … | … | 10.17 | 43.40 | -31.18 | 27.27 | 36.11 | 35.48 | -1.36 | 30.39 | 4.36 | 4.71 | 9.69 | 28.52 | 13.05 | -8.16 |
| Sharpe Ratio | NA | 2.59 | 0.41 | 0.64 | 0.68 | NA | NA | … | … | 3.24 | 2.51 | -1.07 | 1.55 | 0.99 | 2.35 | -0.13 | 3.59 | 0.31 | 0.30 | 0.74 | 2.48 | 0.94 | -0.42 |
| Standard Deviation(%) | NA | 14.43 | 21.84 | 24.45 | 20.28 | NA | NA | … | … | 14.69 | 15.75 | 30.62 | 17.59 | 35.94 | 14.50 | 20.67 | 8.33 | 13.56 | 15.83 | 13.09 | 11.50 | 13.87 | 28.40 |
| Draw Down(%) | NA | 9.17 | 35.04 | 35.04 | 35.04 | NA | NA | … | … | 2.78 | 9.17 | 34.54 | 10.69 | 30.85 | 7.92 | 22.31 | 3.15 | 11.29 | 11.92 | 8.79 | 6.51 | 10.70 | 19.90 |
| Yield(%) | 9.24 | 12.08 | 11.41 | 14.52 | 11.87 | 10.46 | 7.85 | … | … | 111.86 | 0.13 | 7.09 | 18.41 | 7.33 | 14.03 | 2.25 | 17.10 | 0.34 | 6.61 | 11.78 | 0.00 | 0.00 | 0.00 |
Data as of 03/26/2024, Common starting date is 05/03/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AWRIX (VP GROWTH FUND CLASS I) |
6.04%
Dec 2019 – Dec 2022 |
9.04%
Dec 2013 – Dec 2018 |
11.76%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AWRIX (VP GROWTH FUND CLASS I) |
32.89%
Dec 2018 – Dec 2021 |
24.78%
Oct 2016 – Oct 2021 |
18.05%
Dec 2011 – Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart