Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VUPPF (VP Bank AG) | NA | 11.97% | -6.46% | 2.02% | 5.68% | NA | NA | … | … |
Data as of 07/10/2023, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VUPPF (VP Bank AG) | 06/19/2012 | 07/10/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 11.97 | -6.46 | 2.02 | 5.68 | NA | NA | … | … | 5.67 | -13.29 | -10.68 | 1.10 | -1.63 | 35.78 | 4.64 | 32.01 | -0.33 | -8.81 | 29.43 | -36.77 |
| Sharpe Ratio | NA | 1.06 | -0.47 | 0.04 | 0.25 | NA | NA | … | … | 0.88 | -0.71 | -0.58 | 0.14 | -1.85 | 0.91 | 0.89 | 1.26 | -0.02 | -0.69 | 1.43 | -0.92 |
| Standard Deviation(%) | NA | 8.00 | 16.39 | 21.29 | 19.59 | NA | NA | … | … | 7.70 | 20.81 | 18.50 | 6.06 | 1.65 | 37.75 | 4.55 | 25.28 | 18.35 | 12.83 | 20.59 | 63.09 |
| Draw Down(%) | NA | 0.00 | 26.91 | 31.89 | 31.89 | NA | NA | … | … | 0.00 | 18.18 | 19.14 | 4.80 | 1.63 | 6.29 | 0.00 | 1.98 | 11.15 | 19.66 | 0.00 | 36.77 |
| Yield(%) | 0.00 | 5.68 | 3.56 | 3.84 | 4.50 | 2.04 | 1.53 | … | … | 5.36 | 4.41 | 3.05 | 4.06 | 0.00 | 0.00 | 4.44 | 4.95 | 3.55 | 3.65 | 3.26 | 0.00 |
Data as of 07/10/2023, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VUPPF (VP Bank AG) |
-11.60%
Jul 2012 – Jul 2015 |
-0.26%
Jul 2017 – Jul 2022 |
0.14%
Jul 2012 – Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VUPPF (VP Bank AG) |
23.32%
Dec 2015 – Dec 2018 |
15.39%
Mar 2015 – Mar 2020 |
5.68%
May 2013 – May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart