Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VPESX (VY(R) FIDELITY VIP EQUITY-INCOME PORTFOLIO CLASS S) | NA | -30.42% | -8.43% | 2.57% | -0.31% | NA | NA | 1.67% |
Data as of 10/12/2016, AR inception is 11/16/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VPESX (VY(R) FIDELITY VIP EQUITY-INCOME PORTFOLIO CLASS S) | 11/16/2004 | 10/12/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -36.28 | -30.42 | -8.43 | 2.57 | -0.31 | NA | NA | 1.67 | 10.20 | -5.37 | 9.12 | 27.46 | 16.69 | 0.44 | 14.55 | 35.14 | -45.41 | -0.15 | 20.04 | 5.35 | 3.63 |
| Sharpe Ratio | NA | 0.66 | 0.52 | 0.96 | 0.17 | NA | NA | 0.22 | 0.97 | -0.41 | 0.88 | 2.84 | 1.47 | 0.02 | 0.68 | 1.02 | -1.13 | -0.16 | 1.49 | 0.32 | 4.09 |
| Standard Deviation(%) | NA | 13.52 | 12.00 | 12.58 | 22.43 | NA | NA | 20.85 | 13.51 | 13.20 | 10.33 | 9.65 | 11.42 | 23.34 | 21.34 | 34.26 | 40.96 | 20.58 | 11.26 | 10.03 | 7.85 |
| Draw Down(%) | NA | 13.50 | 17.68 | 17.68 | 64.01 | NA | NA | 64.01 | 10.42 | 13.52 | 7.86 | 4.94 | 8.99 | 20.22 | 17.55 | 29.51 | 54.29 | 15.49 | 8.58 | 7.63 | 1.29 |
| Yield(%) | 0.00 | 4.29 | 4.42 | 5.30 | 3.97 | 3.27 | 2.46 | 4.46 | 4.38 | 3.87 | 4.44 | 4.55 | 2.32 | 1.42 | 1.84 | 3.48 | 10.46 | 8.04 | 0.00 | 0.00 | 0.00 |
Data as of 10/12/2016, AR inception is 11/16/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VPESX (VY(R) FIDELITY VIP EQUITY-INCOME PORTFOLIO CLASS S) |
-18.87%
Feb 2006 - Feb 2009 |
-4.36%
May 2007 - May 2012 |
3.72%
Jan 2006 - Jan 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VPESX (VY(R) FIDELITY VIP EQUITY-INCOME PORTFOLIO CLASS S) |
25.64%
Feb 2009 - Feb 2012 |
22.40%
Feb 2009 - Feb 2014 |
6.30%
Apr 2005 - Apr 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart