Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TWVIX (American Century Vista Instl) | NA | 23.54% | 9.07% | 14.58% | 7.12% | 9.05% | NA | 6.18% |
Data as of 12/06/2013, AR inception is 09/02/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TWVIX (American Century Vista Instl) | 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 (%) | -6.33 | 23.54 | 9.07 | 14.58 | 7.12 | 9.05 | NA | 6.18 | 21.11 | 15.72 | -7.85 | 24.12 | 22.13 | -48.57 | 38.98 | 9.29 | 9.10 | 16.00 | 43.07 | -20.73 | -27.38 | -0.80 | 119.19 | -13.98 | -12.46 |
| Sharpe Ratio | NA | 1.53 | 0.42 | 0.63 | 0.25 | NA | NA | 0.17 | 1.49 | 0.96 | -0.26 | 1.00 | 0.77 | -1.18 | 1.72 | 0.30 | 0.44 | 0.96 | 2.30 | -1.01 | -1.39 | -0.11 | 4.29 | -0.74 | -1.21 |
| Standard Deviation(%) | NA | 15.33 | 21.70 | 24.19 | 24.70 | NA | NA | 25.84 | 15.26 | 16.45 | 29.77 | 24.14 | 28.76 | 41.99 | 21.05 | 20.05 | 15.62 | 15.73 | 18.41 | 21.56 | 21.65 | 44.80 | 27.00 | 23.30 | 30.06 |
| Draw Down(%) | NA | 7.91 | 26.33 | 26.33 | 57.82 | NA | NA | 63.14 | 7.91 | 12.44 | 26.33 | 18.98 | 17.50 | 56.83 | 15.26 | 21.99 | 12.08 | 16.91 | 10.45 | 24.03 | 34.59 | 37.78 | 11.60 | 40.36 | 24.08 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 1.80 | 6.31 | 3.42 | 4.28 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 12.03 | 0.80 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 28.21 | 9.26 | 0.00 | 5.30 |
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 |
|---|---|---|---|---|
| TWVIX (American Century Vista Instl) |
-25.26%
Feb 2000 - Feb 2003 |
-6.01%
Feb 2000 - Feb 2005 |
-2.96%
Feb 2000 - Feb 2010 |
5.35%
Oct 1997 - Oct 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWVIX (American Century Vista Instl) |
26.16%
Jan 2003 - Jan 2006 |
22.42%
Dec 2002 - Dec 2007 |
13.05%
Aug 1998 - Aug 2008 |
10.04%
Oct 1998 - Oct 2013 |
Annualized Rolling Returns Comparison Chart