Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Aviva Life and Annuity Company VISIONARY 10-YEAR CDSC B SHARES Tactical Asset Allocation Moderate | NA | 29.97% | 6.38% | 10.69% | 8.06% | 9.31% | 9.62% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Aviva Life and Annuity Company VISIONARY 10-YEAR CDSC B SHARES Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.30 | 29.97 | 6.38 | 10.69 | 8.06 | 9.31 | 9.62 | … | … | 0.71 | 16.89 | 15.77 | -10.13 | 4.12 | 24.25 | 15.82 | -4.82 | 14.81 | 6.76 | -0.13 | 7.71 | 16.07 | 14.24 | 2.68 | 15.02 | 22.77 | -0.17 | 11.90 | 8.74 | 9.36 | 7.53 | 12.07 | 0.16 | -2.09 |
| Sharpe Ratio | NA | 1.03 | 0.37 | 0.50 | 0.54 | NA | NA | … | … | 0.05 | 0.93 | 1.38 | -0.90 | 0.29 | 1.19 | 1.71 | -0.53 | 2.84 | 0.80 | -0.02 | 0.92 | 2.03 | 1.85 | 0.19 | 1.48 | 2.54 | -0.33 | 0.93 | 0.56 | 1.06 | 0.80 | 1.43 | -0.16 | -0.73 |
| Standard Deviation(%) | NA | 11.06 | 10.86 | 13.92 | 11.60 | NA | NA | … | … | 12.74 | 11.07 | 8.36 | 12.73 | 14.18 | 20.25 | 8.41 | 11.52 | 4.99 | 8.21 | 9.23 | 8.32 | 7.88 | 7.67 | 14.11 | 10.11 | 8.94 | 3.28 | 9.58 | 9.74 | 6.79 | 8.20 | 7.97 | 5.89 | 6.07 |
| Draw Down(%) | NA | 6.70 | 13.74 | 20.35 | 20.35 | NA | NA | … | … | 0.99 | 6.70 | 6.52 | 15.56 | 12.08 | 20.35 | 5.23 | 14.78 | 1.63 | 7.41 | 9.27 | 5.45 | 4.90 | 5.68 | 12.96 | 8.41 | 4.10 | 3.90 | 6.02 | 13.10 | 4.43 | 8.34 | 5.29 | 4.98 | 9.47 |
| Yield(%) | NA | 2.77 | 4.06 | 4.88 | 4.12 | NA | NA | … | … | NA | 0.97 | 2.81 | 2.24 | 6.75 | 8.98 | 5.10 | 2.73 | 4.77 | 4.87 | 3.11 | 1.91 | 3.40 | 2.38 | 1.53 | 1.82 | 3.66 | 3.96 | 7.16 | 4.77 | 2.83 | 2.29 | 2.84 | 5.80 | 4.89 |
Data as of 10/31/2024, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Aviva Life and Annuity Company VISIONARY 10-YEAR CDSC B SHARES Tactical Asset Allocation Moderate |
2.70%
Dec 2020 – Dec 2023 |
3.74%
Mar 2015 – Mar 2020 |
6.33%
Oct 2013 – Oct 2023 |
7.81%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Aviva Life and Annuity Company VISIONARY 10-YEAR CDSC B SHARES Tactical Asset Allocation Moderate |
15.64%
Mar 2009 – Mar 2012 |
14.52%
Feb 2009 – Feb 2014 |
11.51%
Aug 2004 – Aug 2014 |
10.40%
Aug 2006 – Aug 2021 |
Annualized Rolling Returns Comparison Chart