Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VCGLX (CONSERVATIVE GROWTH LIFESTYLE FUND CONSERVATIVE GROWTH LIFESTYLE FUND) | NA | -44.96% | -12.14% | -6.11% | -0.59% | 1.42% | NA | … | … |
Data as of 03/02/2022, Common starting date is 09/07/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VCGLX (CONSERVATIVE GROWTH LIFESTYLE FUND CONSERVATIVE GROWTH LIFESTYLE FUND) | 09/07/2006 | 03/02/2022 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -44.96 | -12.14 | -6.11 | -0.59 | 1.42 | NA | … | … | -2.26 | -42.71 | 10.89 | 16.55 | -6.05 | 10.25 | 6.64 | -1.35 | 3.65 | 9.34 | 11.89 | 3.43 | 13.55 | 20.89 | -18.33 | 7.12 | 6.31 |
| Sharpe Ratio | NA | -0.77 | -0.36 | -0.25 | -0.05 | NA | NA | … | … | -1.99 | -0.73 | 0.78 | 3.14 | -1.20 | 2.49 | 1.02 | -0.24 | 0.71 | 1.63 | 2.92 | 0.41 | 1.73 | 1.92 | -1.29 | 0.41 | 1.23 |
| Standard Deviation(%) | NA | 58.60 | 34.84 | 27.19 | 19.62 | NA | NA | … | … | 6.66 | 58.75 | 13.60 | 4.80 | 6.20 | 3.87 | 6.27 | 5.77 | 5.12 | 5.71 | 4.09 | 8.31 | 7.76 | 10.82 | 14.92 | 9.76 | 14.65 |
| Draw Down(%) | NA | 45.05 | 45.61 | 45.61 | 45.61 | NA | NA | … | … | 2.26 | 45.61 | 19.48 | 2.62 | 10.02 | 1.65 | 4.89 | 7.27 | 4.65 | 6.34 | 2.87 | 8.13 | 6.51 | 12.11 | 26.14 | 6.36 | 5.52 |
| Yield(%) | 0.00 | 3.85 | 5.12 | 4.38 | 4.63 | 4.57 | 3.66 | … | … | 0.00 | 3.93 | 3.88 | 7.66 | 2.81 | 3.56 | 7.09 | 6.66 | 4.70 | 0.00 | 4.24 | 3.13 | 3.08 | 3.60 | 3.93 | 5.62 | 0.00 |
Data as of 03/02/2022, Common starting date is 09/07/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VCGLX (CONSERVATIVE GROWTH LIFESTYLE FUND CONSERVATIVE GROWTH LIFESTYLE FUND) |
-12.36%
Aug 2018 – Aug 2021 |
-6.12%
Feb 2017 – Feb 2022 |
-0.58%
Feb 2012 – Feb 2022 |
1.14%
Nov 2006 – Nov 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VCGLX (CONSERVATIVE GROWTH LIFESTYLE FUND CONSERVATIVE GROWTH LIFESTYLE FUND) |
17.82%
Feb 2009 – Feb 2012 |
13.97%
Feb 2009 – Feb 2014 |
8.56%
Feb 2009 – Feb 2019 |
1.61%
Dec 2006 – Dec 2021 |
Annualized Rolling Returns Comparison Chart