Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TEFFX (American Funds Tax-Exempt VA F-2) | NA | 5.53% | 4.01% | 4.15% | NA | NA | NA | … | … |
Data as of 06/20/2016, Common starting date is 08/14/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TEFFX (American Funds Tax-Exempt VA F-2) | 08/14/2008 | 06/20/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.23 | 5.53 | 4.01 | 4.15 | NA | NA | NA | … | … | 2.98 | 2.31 | 7.48 | -3.05 | 5.81 | 9.88 | 1.76 | 12.73 | -4.84 |
| Sharpe Ratio | NA | 3.43 | 1.92 | 1.89 | NA | NA | NA | … | … | 4.16 | 1.34 | 4.57 | -1.04 | 2.72 | 3.93 | 0.59 | 4.17 | -1.87 |
| Standard Deviation(%) | NA | 1.56 | 2.07 | 2.17 | NA | NA | NA | … | … | 1.53 | 1.70 | 1.64 | 2.95 | 2.14 | 2.51 | 2.84 | 3.03 | 6.77 |
| Draw Down(%) | NA | 0.76 | 2.93 | 6.65 | NA | NA | NA | … | … | 0.76 | 1.80 | 1.08 | 6.58 | 1.98 | 2.24 | 5.40 | 2.41 | 9.18 |
| Yield(%) | 0.00 | 3.05 | 3.20 | 3.34 | 2.74 | 1.82 | 1.37 | … | … | 1.24 | 3.09 | 3.42 | 3.09 | 3.34 | 3.76 | 3.41 | 4.03 | 1.34 |
Data as of 06/20/2016, Common starting date is 08/14/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TEFFX (American Funds Tax-Exempt VA F-2) |
1.52%
Nov 2012 – Nov 2015 |
3.07%
Aug 2010 – Aug 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TEFFX (American Funds Tax-Exempt VA F-2) |
8.02%
Dec 2008 – Dec 2011 |
5.55%
Oct 2008 – Oct 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart