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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
SPVIX (SMALL CAP EQUITY FUND CLASS I) NA 10.63% -6.73% 3.26% 3.24% NA NA 4.36%
Data as of 02/16/2017, AR inception is 03/14/2002
More Performance Analytics Comparison
Name Start Date End Date
SPVIX (SMALL CAP EQUITY FUND CLASS I) 03/14/2002 02/16/2017
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002
Annualized Return (%) 0.00 10.63 -6.73 3.26 3.24 NA NA 4.36 0.00 -8.33 -6.70 -3.56 42.38 13.85 -7.20 33.79 49.13 -43.93 1.95 7.49 9.02 13.50 50.22 -35.75
Sharpe Ratio NA 1.15 -0.38 0.19 0.11 NA NA 0.14 -38,715.43 -0.61 -0.39 -0.17 2.86 0.79 -0.22 1.40 1.62 -1.06 -0.06 0.24 0.46 0.72 2.92 -1.51
Standard Deviation(%) NA 9.06 16.91 16.84 24.75 NA NA 23.05 0.00 13.98 17.24 20.54 14.79 17.72 32.86 24.09 30.32 42.15 18.04 17.39 14.98 17.38 16.97 28.76
Draw Down(%) NA 6.59 31.56 31.56 62.47 NA NA 62.47 0.00 19.99 17.51 21.31 5.62 14.93 33.63 20.04 22.91 57.34 14.71 19.11 12.18 15.91 12.09 47.37
Yield(%) 0.00 1.07 0.30 0.31 0.51 0.46 0.35 0.49 0.00 0.92 0.11 0.00 0.00 0.31 2.03 1.27 0.00 0.00 0.00 0.00 0.18 0.00 0.00 0.00
Data as of 02/16/2017, AR inception is 03/14/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SPVIX (SMALL CAP EQUITY FUND CLASS I) -21.17%
Feb 2006 - Feb 2009
-8.21%
Feb 2004 - Feb 2009
2.98%
Feb 2006 - Feb 2016
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SPVIX (SMALL CAP EQUITY FUND CLASS I) 34.14%
Feb 2009 - Feb 2012
29.09%
Feb 2009 - Feb 2014
10.54%
Mar 2003 - Mar 2013
0.00%
NA
Annualized Rolling Returns Comparison Chart