Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Aviva Savings and Retirement Plan Strategic Asset Allocation - Equal Weight Moderate | NA | 34.24% | 10.27% | 10.29% | 7.76% | 8.56% | 7.52% | 8.06% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Aviva Savings and Retirement Plan Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 01/08/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| 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 (%) | -0.79 | 34.24 | 10.27 | 10.29 | 7.76 | 8.56 | 7.52 | 8.06 | NA | 18.81 | 20.99 | -9.79 | 11.98 | 13.55 | 14.26 | -4.29 | 10.72 | 2.44 | 1.88 | 4.25 | 11.93 | 11.47 | 0.45 | 17.88 | 23.40 | -23.98 | 5.37 | 14.78 | 10.69 | 17.02 | 24.99 | -1.60 | 2.13 |
| Sharpe Ratio | NA | 1.85 | 0.60 | 0.67 | 0.59 | NA | NA | 0.57 | 0.07 | 1.71 | 2.01 | -0.82 | 1.29 | 0.71 | 2.03 | -0.63 | 2.46 | 0.28 | 0.23 | 0.62 | 1.74 | 1.56 | 0.03 | 1.40 | 1.05 | -0.97 | 0.23 | 1.68 | 1.33 | 2.21 | 3.85 | -0.38 | -0.03 |
| Standard Deviation(%) | NA | 7.10 | 10.11 | 12.19 | 10.04 | NA | NA | 11.35 | 5.82 | 7.16 | 8.34 | 13.65 | 9.29 | 18.66 | 6.34 | 8.86 | 4.09 | 8.09 | 8.11 | 6.81 | 6.84 | 7.33 | 15.56 | 12.69 | 22.13 | 25.60 | 10.45 | 6.84 | 6.40 | 7.27 | 6.32 | 7.15 | 6.67 |
| Draw Down(%) | NA | 4.32 | 15.95 | 22.99 | 22.99 | NA | NA | 41.43 | 0.36 | 4.32 | 5.50 | 18.03 | 5.10 | 22.99 | 3.01 | 11.00 | 1.77 | 6.98 | 7.13 | 4.43 | 6.20 | 5.66 | 14.84 | 8.38 | 20.05 | 37.60 | 7.19 | 6.26 | 4.11 | 8.42 | 5.17 | 12.17 | 9.05 |
| Yield(%) | NA | 14.92 | 12.02 | 8.06 | 6.14 | NA | NA | 5.25 | NA | 4.77 | 13.76 | 8.09 | 8.50 | 2.39 | 1.89 | 8.57 | 0.74 | 3.67 | 3.36 | 5.20 | 4.43 | 0.98 | 4.75 | 4.18 | 4.34 | 2.53 | 9.84 | 6.90 | 5.97 | 4.31 | 2.93 | 4.34 | 4.32 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Aviva Savings and Retirement Plan Strategic Asset Allocation - Equal Weight Moderate |
-8.96%
Feb 2006 - Feb 2009 |
-0.59%
Feb 2004 - Feb 2009 |
4.67%
Jan 2007 - Jan 2017 |
4.29%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Aviva Savings and Retirement Plan Strategic Asset Allocation - Equal Weight Moderate |
21.99%
Feb 2009 - Feb 2012 |
16.70%
Feb 2009 - Feb 2014 |
10.30%
Feb 2009 - Feb 2019 |
9.79%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart