Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AVVID (Aviva plc) | NA | -11.27% | 1.38% | -7.17% | -0.01% | NA | NA | … | … |
Data as of 08/05/2022, Common starting date is 10/20/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVVID (Aviva plc) | 10/20/2009 | 08/05/2022 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.36 | -11.27 | 1.38 | -7.17 | -0.01 | NA | NA | … | … | -12.95 | 26.08 | -19.96 | 16.74 | -31.49 | 16.68 | -22.35 | 2.08 | -1.65 | 22.08 | 34.16 | -25.46 | -5.05 | -11.69 |
| Sharpe Ratio | NA | -0.40 | 0.03 | -0.24 | -0.01 | NA | NA | … | … | -0.66 | 1.09 | -0.36 | 0.64 | -1.55 | 0.95 | -0.55 | 0.08 | -0.07 | 0.77 | 1.01 | -0.54 | -0.13 | -1.15 |
| Standard Deviation(%) | NA | 28.91 | 39.15 | 33.00 | 31.05 | NA | NA | … | … | 32.51 | 23.87 | 55.83 | 24.04 | 21.21 | 16.95 | 41.39 | 25.15 | 24.58 | 28.53 | 34.21 | 46.94 | 40.81 | 40.52 |
| Draw Down(%) | NA | 24.71 | 56.83 | 67.66 | 72.99 | NA | NA | … | … | 24.71 | 17.72 | 55.94 | 26.73 | 39.41 | 9.32 | 38.13 | 24.83 | 20.07 | 28.35 | 34.23 | 45.75 | 37.35 | 19.32 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/05/2022, Common starting date is 10/20/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVVID (Aviva plc) |
-23.90%
Apr 2017 – Apr 2020 |
-17.77%
Apr 2015 – Apr 2020 |
-6.47%
Oct 2010 – Oct 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVVID (Aviva plc) |
25.42%
May 2012 – May 2015 |
11.34%
May 2010 – May 2015 |
2.88%
May 2012 – May 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart