Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SVCMX (VP BALANCED STRATEGY FUND CLASS III SHARES) NA -21.46% -5.65% -0.91% NA NA NA
Data as of 10/07/2020, Common starting date is 10/21/2013
More Performance Analytics Comparison
Name Start Date End Date
SVCMX (VP BALANCED STRATEGY FUND CLASS III SHARES) 10/21/2013 10/07/2020
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2020 2019 2018 2017 2016 2015 2014 2013
Annualized Return (%) 0.00 -21.46 -5.65 -0.91 NA NA NA -24.77 11.54 -6.85 11.29 6.90 -3.41 3.41 0.79
Sharpe Ratio NA -0.70 -0.36 -0.11 NA NA NA -0.88 1.28 -1.29 3.28 1.03 -0.55 0.74 1.00
Standard Deviation(%) NA 31.16 18.62 14.82 NA NA NA 35.51 7.89 6.34 3.26 6.45 6.30 4.57 4.10
Draw Down(%) NA 26.48 26.48 26.48 NA NA NA 26.48 5.19 11.39 1.45 4.52 8.91 4.24 1.37
Yield(%) 0.00 3.85 3.40 3.24 1.98 1.32 0.99 1.18 5.04 3.15 1.60 3.95 2.41 2.34 0.00
Data as of 10/07/2020, Common starting date is 10/21/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SVCMX (VP BALANCED STRATEGY FUND CLASS III SHARES) -5.57%
Sep 2017 – Sep 2020
-0.47%
Sep 2015 – Sep 2020
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SVCMX (VP BALANCED STRATEGY FUND CLASS III SHARES) 6.58%
Dec 2016 – Dec 2019
5.30%
Aug 2015 – Aug 2020
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return