Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VIPAX (Index Plus Largecap Portfolio Adv Class) | -1.66% | 11.80% | 16.45% | 9.85% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/28/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VIPAX (Index Plus Largecap Portfolio Adv Class) | 08/28/2018 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.58 | 11.80 | 16.45 | 9.85 | NA | NA | NA | … | … | -1.66 | 14.71 | 24.57 | 25.42 | -19.44 | 28.38 | 15.04 | 29.02 | -13.59 |
| Sharpe Ratio | NA | 0.61 | 0.85 | 0.41 | NA | NA | NA | … | … | -0.32 | 0.63 | 1.60 | 1.62 | -0.84 | 2.07 | 0.41 | 2.12 | -1.77 |
| Standard Deviation(%) | NA | 16.19 | 16.35 | 17.96 | NA | NA | NA | … | … | 21.63 | 18.95 | 13.13 | 13.59 | 24.78 | 13.70 | 35.91 | 13.00 | 20.73 |
| Draw Down(%) | NA | 11.08 | 19.23 | 25.06 | NA | NA | NA | … | … | 11.08 | 19.23 | 8.77 | 10.28 | 25.00 | 5.64 | 35.42 | 7.34 | 19.73 |
| Yield(%) | 0.00 | 0.00 | 6.88 | 8.22 | 7.28 | 4.85 | 3.64 | … | … | 0.00 | 10.74 | 5.76 | 3.01 | 21.24 | 8.20 | 9.79 | 11.49 | 0.00 |
Data as of 06/04/2026, Common starting date is 08/28/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIPAX (Index Plus Largecap Portfolio Adv Class) |
5.96%
Dec 2019 – Dec 2022 |
8.30%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIPAX (Index Plus Largecap Portfolio Adv Class) |
23.98%
Dec 2018 – Dec 2021 |
17.50%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart