Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
TWVAX (American Century Vista A) | NA | 22.30% | 8.38% | 13.94% | 6.60% | 8.50% | NA | 5.63% |
Data as of 12/06/2013, AR inception is 09/02/1997
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
TWVAX (American Century Vista A) | 09/02/1997 | 12/06/2013 |
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | -6.82 | 22.30 | 8.38 | 13.94 | 6.60 | 8.50 | NA | 5.63 | 19.94 | 15.23 | -8.23 | 23.53 | 21.54 | -48.79 | 38.48 | 8.84 | 8.61 | 15.52 | 42.35 | -21.07 | -27.90 | -1.85 | 119.02 | -14.45 | -12.57 |
Sharpe Ratio | NA | 1.45 | 0.38 | 0.60 | 0.23 | NA | NA | 0.15 | 1.38 | 0.93 | -0.27 | 0.97 | 0.74 | -1.18 | 1.69 | 0.28 | 0.41 | 0.93 | 2.26 | -1.03 | -1.41 | -0.13 | 4.27 | -0.76 | -1.22 |
Standard Deviation(%) | NA | 15.35 | 21.70 | 24.07 | 24.42 | NA | NA | 25.82 | 15.53 | 16.44 | 30.34 | 24.16 | 28.80 | 42.01 | 21.06 | 20.08 | 15.53 | 15.70 | 18.42 | 21.57 | 21.70 | 45.08 | 27.11 | 23.33 | 30.04 |
Draw Down(%) | NA | 8.43 | 26.39 | 26.39 | 57.99 | NA | NA | 64.08 | 8.43 | 12.51 | 26.39 | 19.04 | 17.45 | 57.01 | 15.31 | 21.99 | 12.12 | 17.00 | 10.67 | 24.10 | 34.77 | 38.09 | 11.63 | 40.51 | 24.12 |
Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 1.85 | 6.25 | 3.37 | 4.22 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 12.50 | 0.83 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 27.97 | 8.51 | 0.00 | 5.32 |
Data as of 12/06/2013, AR inception is 09/02/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
TWVAX (American Century Vista A) |
-25.88%
Feb 2000 - Feb 2003 |
-6.62%
Feb 2000 - Feb 2005 |
-3.49%
Feb 2000 - Feb 2010 |
4.85%
Oct 1997 - Oct 2012 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
TWVAX (American Century Vista A) |
25.65%
Jan 2003 - Jan 2006 |
21.90%
Dec 2002 - Dec 2007 |
12.50%
Aug 1998 - Aug 2008 |
9.52%
Oct 1998 - Oct 2013 |
Annualized Rolling Returns Comparison Chart