Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VSVAX (Viking Small-Cap Value) | NA | -5.63% | 22.93% | -1.19% | NA | NA | NA | … | … |
Data as of 02/22/2012, Common starting date is 05/23/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VSVAX (Viking Small-Cap Value) | 05/23/2003 | 02/22/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.83 | -5.63 | 22.93 | -1.19 | NA | NA | NA | … | … | -0.98 | -1.34 | 17.76 | 26.29 | -28.96 | -3.76 | 7.75 | -0.56 | 15.85 | 27.36 |
| Sharpe Ratio | NA | -0.20 | 0.82 | -0.07 | NA | NA | NA | … | … | -3.07 | -0.05 | 0.85 | 0.86 | -0.74 | -0.37 | 0.32 | -0.20 | 1.13 | 3.58 |
| Standard Deviation(%) | NA | 28.68 | 25.86 | 29.24 | NA | NA | NA | … | … | 2.24 | 29.05 | 20.81 | 30.49 | 40.14 | 18.55 | 13.93 | 13.39 | 13.21 | 13.49 |
| Draw Down(%) | NA | 26.31 | 26.31 | 56.40 | NA | NA | NA | … | … | 0.98 | 26.31 | 19.11 | 29.74 | 42.86 | 15.14 | 9.41 | 8.16 | 7.83 | 4.83 |
| Yield(%) | 0.00 | 13.13 | 8.86 | 2.69 | 2.25 | 1.50 | 1.12 | … | … | 0.00 | 13.39 | 0.13 | 0.51 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 02/22/2012, Common starting date is 05/23/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSVAX (Viking Small-Cap Value) |
-17.67%
Feb 2006 – Feb 2009 |
-7.92%
Feb 2004 – Feb 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSVAX (Viking Small-Cap Value) |
17.60%
Jan 2009 – Jan 2012 |
6.08%
Jun 2003 – Jun 2008 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart