Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AIVAD (Aviva plc) | NA | -8.27% | -0.55% | -7.61% | 0.59% | -6.69% | NA | … | … |
Data as of 08/01/2022, Common starting date is 07/16/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AIVAD (Aviva plc) | 07/16/2007 | 08/01/2022 |
| 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 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.25 | -8.27 | -0.55 | -7.61 | 0.59 | -6.69 | NA | … | … | -14.22 | 24.72 | -18.20 | 15.50 | -30.22 | 12.50 | -19.79 | -1.45 | -1.43 | 30.07 | 32.44 | -25.99 | -2.58 | 10.94 | -57.82 | -13.40 |
| Sharpe Ratio | NA | -0.24 | -0.02 | -0.21 | 0.00 | NA | NA | … | … | -0.56 | 0.88 | -0.29 | 0.43 | -1.31 | 0.64 | -0.42 | -0.06 | -0.04 | 0.74 | 0.67 | -0.54 | -0.05 | 0.07 | -0.49 | -0.53 |
| Standard Deviation(%) | NA | 35.44 | 46.32 | 39.01 | 37.56 | NA | NA | … | … | 42.60 | 28.09 | 62.81 | 32.64 | 24.00 | 18.70 | 48.09 | 22.86 | 32.17 | 40.64 | 48.66 | 47.96 | 53.90 | 157.27 | 118.90 | 56.05 |
| Draw Down(%) | NA | 21.60 | 57.27 | 67.60 | 73.10 | NA | NA | … | … | 21.60 | 14.72 | 55.47 | 25.69 | 39.44 | 10.04 | 40.11 | 20.77 | 19.85 | 35.72 | 34.96 | 45.42 | 34.33 | 65.15 | 73.65 | 19.00 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/01/2022, Common starting date is 07/16/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIVAD (Aviva plc) |
-26.70%
Oct 2007 – Oct 2010 |
-19.82%
Oct 2007 – Oct 2012 |
-8.37%
Oct 2007 – Oct 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIVAD (Aviva plc) |
26.71%
May 2012 – May 2015 |
25.00%
Mar 2009 – Mar 2014 |
6.88%
Mar 2009 – Mar 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart