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
VAMGX (MID CAP GROWTH FUND MID CAP GROWTH FUND) NA -78.99% -29.54% -15.61% -4.10% -2.52% -0.80%
Data as of 01/07/2022, Common starting date is 12/20/1999
More Performance Analytics Comparison
Name Start Date End Date
VAMGX (MID CAP GROWTH FUND MID CAP GROWTH FUND) 12/20/1999 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
Annualized Return (%) 0.00 -78.99 -29.54 -15.61 -4.10 -2.52 -0.80 0.00 -78.29 24.77 32.60 -7.41 31.59 4.67 -0.94 2.21 31.03 11.31 -5.10 22.19 43.67 -46.63 12.92 7.81 11.25 12.68 38.44 -30.23 -30.45 0.34 5.64
Sharpe Ratio NA -0.64 -0.40 -0.28 -0.10 NA NA NA -0.63 0.66 2.06 -0.48 3.25 0.27 -0.06 0.14 2.36 0.72 -0.17 0.98 1.49 -1.13 0.46 0.26 0.70 0.80 1.96 -1.02 -0.88 -0.12 39.30
Standard Deviation(%) NA 123.19 74.76 58.72 42.96 NA NA NA 123.50 37.21 15.14 18.29 9.57 16.46 16.54 16.06 13.14 15.69 29.34 22.48 29.29 41.94 21.45 16.81 12.85 14.63 19.23 30.68 38.11 33.45 11.67
Draw Down(%) NA 80.14 80.14 80.14 80.14 NA NA NA 80.14 38.10 8.23 24.28 4.69 18.69 15.50 13.38 6.51 13.02 27.45 18.86 21.09 57.06 14.00 14.33 9.44 14.31 12.11 42.75 50.63 28.83 0.16
Yield(%) 0.00 0.00 3.02 6.25 7.53 5.47 5.12 0.00 0.00 3.92 4.26 16.89 0.00 7.22 15.42 8.38 0.00 1.43 0.00 0.00 0.00 0.35 11.30 0.00 0.00 0.00 0.00 0.00 0.06 26.58 10.67
Data as of 01/07/2022, Common starting date is 12/20/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VAMGX (MID CAP GROWTH FUND MID CAP GROWTH FUND) -33.68%
Aug 2018 – Aug 2021
-15.44%
Jul 2016 – Jul 2021
-5.47%
May 2011 – May 2021
-2.97%
Nov 2006 – Nov 2021
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VAMGX (MID CAP GROWTH FUND MID CAP GROWTH FUND) 28.31%
Feb 2009 – Feb 2012
22.97%
Feb 2009 – Feb 2014
15.32%
Feb 2009 – Feb 2019
9.72%
Jan 2003 – Jan 2018
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return