Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VTIAF (VITA 34 AG) | NA | -8.18% | -11.85% | -16.88% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 07/21/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VTIAF (VITA 34 AG) | 07/21/2020 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -8.18 | -11.85 | -16.88 | NA | NA | NA | … | … | -8.18 | -14.18 | -19.68 | -55.32 | 40.31 | 0.00 |
| Sharpe Ratio | NA | -0.42 | -0.68 | -0.38 | NA | NA | NA | … | … | -0.44 | -1.36 | -1.10 | -0.64 | 0.53 | NA |
| Standard Deviation(%) | NA | 26.90 | 22.35 | 50.01 | NA | NA | NA | … | … | 31.44 | 15.33 | 22.00 | 89.03 | 49.70 | 0.00 |
| Draw Down(%) | NA | 23.71 | 47.41 | 76.50 | NA | NA | NA | … | … | 23.71 | 14.18 | 19.68 | 58.71 | 0.00 | 0.00 |
| 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 |
Data as of 09/26/2025, Common starting date is 07/21/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTIAF (VITA 34 AG) |
-36.12%
Jun 2022 – Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTIAF (VITA 34 AG) |
-32.47%
Aug 2021 – Aug 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart