Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Valley Forge Life Insurance Co CAPITAL SELECT PLUS B SHARES Strategic Asset Allocation - Equal Weight Moderate | NA | 21.02% | 2.63% | 6.17% | 5.89% | 7.01% | 7.14% | 7.05% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Valley Forge Life Insurance Co CAPITAL SELECT PLUS B SHARES Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.07 | 21.02 | 2.63 | 6.17 | 5.89 | 7.01 | 7.14 | 7.05 | NA | 11.43 | 12.55 | -11.82 | -1.93 | 21.76 | 18.94 | -6.46 | 17.24 | 3.78 | -0.62 | 4.14 | 10.73 | 12.95 | -0.62 | 15.04 | 34.33 | -21.26 | 11.72 | 13.72 | 6.54 | 10.00 | 19.57 | -2.93 | -1.09 |
| Sharpe Ratio | NA | 0.70 | 0.02 | 0.27 | 0.43 | NA | NA | 0.65 | 0.08 | 0.56 | 1.07 | -1.11 | -0.19 | 1.17 | 2.34 | -0.71 | 3.78 | 0.47 | -0.08 | 0.60 | 1.93 | 2.48 | -0.08 | 2.31 | 3.38 | -1.74 | 1.29 | 2.16 | 1.17 | 1.87 | 4.31 | -0.71 | -0.52 |
| Standard Deviation(%) | NA | 8.71 | 9.63 | 11.99 | 10.22 | NA | NA | 8.50 | 10.29 | 8.68 | 7.74 | 11.94 | 10.06 | 18.36 | 7.51 | 10.93 | 4.40 | 7.61 | 8.61 | 6.91 | 5.55 | 5.19 | 8.16 | 6.48 | 10.13 | 12.77 | 6.75 | 4.85 | 3.72 | 4.85 | 4.38 | 5.72 | 6.49 |
| Draw Down(%) | NA | 6.30 | 17.89 | 24.34 | 24.34 | NA | NA | 29.38 | 0.89 | 6.30 | 6.24 | 18.16 | 9.60 | 22.87 | 3.83 | 13.77 | 1.99 | 7.03 | 9.96 | 5.00 | 5.50 | 4.18 | 8.87 | 5.63 | 8.94 | 29.38 | 5.03 | 6.18 | 3.73 | 6.37 | 3.51 | 12.12 | 10.67 |
| Yield(%) | NA | 3.18 | 2.87 | 3.63 | 3.34 | NA | NA | 4.26 | NA | 0.19 | 4.64 | 2.28 | 1.40 | 5.15 | 4.65 | 0.96 | 1.55 | 3.53 | 5.83 | 3.69 | 5.05 | 4.75 | 5.49 | 4.59 | 4.79 | 8.11 | 6.63 | 7.58 | 6.53 | 3.12 | 2.20 | 1.78 | 3.40 |
Data as of 10/31/2024, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Valley Forge Life Insurance Co CAPITAL SELECT PLUS B SHARES Strategic Asset Allocation - Equal Weight Moderate |
-2.57%
Feb 2006 - Feb 2009 |
1.73%
Feb 2004 - Feb 2009 |
4.50%
Sep 2012 - Sep 2022 |
5.08%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Valley Forge Life Insurance Co CAPITAL SELECT PLUS B SHARES Strategic Asset Allocation - Equal Weight Moderate |
19.51%
Feb 2009 - Feb 2012 |
15.28%
Feb 2009 - Feb 2014 |
9.77%
Feb 2009 - Feb 2019 |
8.77%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart