Aviva Life - Life Unit Linked Wealth Builder Fund

  • NAV / 1-Day Return
    18.87 / -0.01%
  • Total Assets (mil)
    97.10
  • Status
    Open Ended
  • Avg Credit Quality
    Government
  • Category
    Balanced Allocation
  • Index
  • Investment Style
    Large Growth
  • Credit Quality / Interest Rate Sensitivity

Morningstar Risk & Rating Statistics

06/30/2020 3-Year 5-Year 10-Year
Rating, risk, and return values are relative to each fund’s Morningstar Category.  Click here to see our methodology.
Morningstar Return      
0P0000SSUL Average Average Below Average
Morningstar Risk      
0P0000SSUL Low Low Low
Morningstar Rating      
0P0000SSUL
# of Funds in Category 89 89 81

Volatility Measures

3-Year Trailing Standard
Deviation
Return Sharpe Ratio Sortino Ratio Bear Market
Percentile Rank
06/30/2020
0P0000SSUL 0.83 4.48 1.51 2.73
Category: Balanced Allocation 9.86 4.04 0.16 0.24
5-Year Trailing Standard
Deviation
Return Sharpe Ratio Sortino Ratio Bear Market
Percentile Rank
06/30/2020
0P0000SSUL 2.22 5.59 0.97 1.69
Category: Balanced Allocation 9.03 5.97 0.35 0.50
10-Year Trailing Standard
Deviation
Return Sharpe Ratio Sortino Ratio Bear Market
Percentile Rank
06/30/2020
0P0000SSUL 5.59 6.54 0.41 0.64
Category: Balanced Allocation 8.90 7.37 0.38 0.58
15-Year Trailing Standard
Deviation
Return Sharpe Ratio Sortino Ratio Bear Market
Percentile Rank
06/30/2020
0P0000SSUL
Category: Balanced Allocation 10.32 9.58 0.55 0.84

Upside & Downside Capture Ratio

1-Year 3-Year 5-Year 10-Year 15-Year
All ratios calculated vs. CRISIL Hybrid 35+65 - Agg TR INR. View our glossary definition here.
06/30/2020
0P0000SSUL8.20
-8.55
11.45
-16.90
24.83
-6.69
46.52
26.44

Category: Balanced Allocation61.62
60.54
65.83
61.71
71.11
64.48
72.95
64.29

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