Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VACVX (LARGE CAP VALUE FUND LARGE CAP VALUE FUND) | NA | -56.05% | -16.22% | -9.26% | 1.90% | -0.06% | 1.67% | … | … |
Data as of 01/07/2022, Common starting date is 11/25/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VACVX (LARGE CAP VALUE FUND LARGE CAP VALUE FUND) | 11/25/1998 | 01/07/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -56.05 | -16.22 | -9.26 | 1.90 | -0.06 | 1.67 | … | … | 0.00 | -54.09 | 3.06 | 26.98 | -10.12 | 15.06 | 17.07 | -2.78 | 10.74 | 35.36 | 16.94 | -4.38 | 15.94 | 10.19 | -36.78 | 2.72 | 13.90 | 2.83 | 9.14 | 27.48 | -11.99 | -1.81 | 5.59 | 5.30 | 2.76 |
| Sharpe Ratio | NA | -0.78 | -0.35 | -0.27 | 0.05 | NA | NA | … | … | NA | -0.75 | 0.07 | 2.06 | -0.73 | 1.91 | 1.10 | -0.18 | 0.89 | 2.93 | 1.22 | -0.17 | 0.79 | 0.35 | -0.91 | -0.02 | 0.93 | 0.04 | 0.66 | 1.67 | -0.57 | -0.27 | 0.07 | 0.12 | 1.87 |
| Standard Deviation(%) | NA | 72.22 | 47.90 | 37.97 | 28.61 | NA | NA | … | … | NA | 72.49 | 38.99 | 12.39 | 15.76 | 7.58 | 15.34 | 16.00 | 12.05 | 12.05 | 13.98 | 26.02 | 20.18 | 28.87 | 41.27 | 18.54 | 11.32 | 13.01 | 12.28 | 16.07 | 22.92 | 15.89 | 19.23 | 15.94 | 15.90 |
| Draw Down(%) | NA | 60.60 | 60.60 | 60.60 | 60.60 | NA | NA | … | … | NA | 60.60 | 41.04 | 7.37 | 20.86 | 5.19 | 11.68 | 12.98 | 9.26 | 4.95 | 12.08 | 24.96 | 17.41 | 28.77 | 48.13 | 11.94 | 7.53 | 7.65 | 8.99 | 13.76 | 25.15 | 17.76 | 13.04 | 14.34 | 4.26 |
| Yield(%) | 0.00 | 0.00 | 5.74 | 4.65 | 5.08 | 3.17 | 3.45 | … | … | 0.00 | 0.00 | 5.97 | 10.66 | 4.38 | 1.29 | 1.23 | 1.33 | 1.16 | 0.00 | 1.52 | 0.99 | 1.40 | 1.92 | 2.02 | 6.14 | 0.50 | 1.11 | 1.29 | 1.46 | 0.94 | 0.83 | 2.10 | 16.47 | 0.29 |
Data as of 01/07/2022, Common starting date is 11/25/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VACVX (LARGE CAP VALUE FUND LARGE CAP VALUE FUND) |
-19.84%
Sep 2018 – Sep 2021 |
-9.08%
Dec 2016 – Dec 2021 |
-1.86%
Feb 1999 – Feb 2009 |
-0.25%
Nov 2006 – Nov 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VACVX (LARGE CAP VALUE FUND LARGE CAP VALUE FUND) |
24.05%
Sep 2011 – Sep 2014 |
19.65%
Feb 2009 – Feb 2014 |
13.36%
Feb 2009 – Feb 2019 |
7.98%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart