Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VIDSX (INSTITUTIONAL DIVERSIFIED STOCK FUND CLASS A) | NA | 4.84% | 10.68% | 7.10% | 11.03% | NA | NA | 6.16% |
Data as of 05/03/2019, AR inception is 04/07/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VIDSX (INSTITUTIONAL DIVERSIFIED STOCK FUND CLASS A) | 04/07/2005 | 05/03/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.84 | 10.68 | 7.10 | 11.03 | NA | NA | 6.16 | 17.48 | -14.28 | 27.73 | 4.24 | -3.08 | 9.20 | 34.85 | 16.73 | -5.89 | 12.06 | 26.29 | -38.02 | 4.07 | 11.39 | 8.00 |
| Sharpe Ratio | NA | 0.21 | 0.73 | 0.42 | 0.67 | NA | NA | 0.28 | 4.69 | -0.84 | 3.30 | 0.32 | -0.20 | 0.47 | 3.03 | 1.23 | -0.24 | 0.68 | 1.02 | -0.99 | 0.07 | 0.73 | 1.06 |
| Standard Deviation(%) | NA | 16.17 | 13.39 | 15.57 | 16.60 | NA | NA | 19.11 | 12.72 | 18.48 | 8.25 | 12.37 | 15.91 | 19.75 | 11.50 | 13.72 | 24.82 | 17.54 | 25.58 | 39.18 | 16.19 | 11.17 | 8.15 |
| Draw Down(%) | NA | 22.22 | 24.75 | 24.75 | 24.75 | NA | NA | 55.72 | 3.00 | 24.75 | 3.25 | 9.57 | 11.13 | 12.29 | 5.17 | 12.29 | 24.57 | 17.89 | 23.82 | 47.52 | 11.67 | 9.54 | 6.21 |
| Yield(%) | 0.00 | 25.13 | 17.76 | 13.82 | 15.08 | 8.15 | 6.11 | 8.73 | 0.00 | 24.00 | 21.58 | 6.64 | 13.83 | 13.47 | 25.48 | 1.72 | 1.18 | 0.78 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 05/03/2019, AR inception is 04/07/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIDSX (INSTITUTIONAL DIVERSIFIED STOCK FUND CLASS A) |
-16.13%
Feb 2006 - Feb 2009 |
-4.36%
Sep 2006 - Sep 2011 |
3.88%
Jan 2006 - Jan 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIDSX (INSTITUTIONAL DIVERSIFIED STOCK FUND CLASS A) |
23.93%
Sep 2011 - Sep 2014 |
19.94%
Feb 2009 - Feb 2014 |
13.00%
Feb 2009 - Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart