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SAGWX: SENTINEL SMALL COMPANY FUND CLASS A (MUTUAL FUND)
Basic Info 6.54 0.06(0.91%) June 05
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (45%) |
| Start Date: | 12/21/1995 |
| Last Dividend Date: | 12/11/2025 |
| 12-Mo. Yield | 6.16% |
| Expenses | 0.81% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | 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 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.6 | 5.5 | 18.0 | 14.2 | 6.2 | 10.7 | 10.3 | 9.3 | 10.5 | 9.6 | 13.3 | 15.7 | -14.8 | 23.0 | 17.6 | 21.5 | -8.4 | 17.3 | 19.3 | -1.3 | 6.4 | 34.9 | 11.2 | 2.9 | 23.0 | 27.3 | -32.3 | 8.3 | 15.5 | 7.9 | 16.1 | 40.2 | -12.4 | 4.8 | 37.4 | 15.1 | 7.2 | 21.2 | 21.3 | -16.5 |
| Sharpe Ratio | NA | 0.7 | 1.0 | 0.62 | 0.19 | 0.43 | NA | NA | 0.44 | 0.32 | 0.59 | 0.73 | -0.63 | 1.28 | 0.43 | 1.28 | -0.6 | 1.66 | 1.12 | -0.08 | 0.48 | 2.86 | 0.76 | 0.1 | 1.23 | 1.0 | -0.85 | 0.3 | 0.81 | 0.42 | 1.17 | 2.85 | -0.66 | 0.11 | 1.51 | 1.0 | 0.22 | 1.57 | 1.91 | NA |
| Draw Down(%) | NA | 9.6 | 9.6 | 22.7 | 27.0 | 42.5 | NA | NA | 51.9 | 22.0 | 7.7 | 13.0 | 25.5 | 8.7 | 41.8 | 11.1 | 24.6 | 5.3 | 13.1 | 15.2 | 12.6 | 5.4 | 11.0 | 24.3 | 14.2 | 25.1 | 45.1 | 10.1 | 14.1 | 8.2 | 9.8 | 9.2 | 29.3 | 22.2 | 10.7 | 11.9 | 27.7 | 7.5 | 8.9 | NA |
| Standard Deviation(%) | NA | 15.5 | 15.3 | 17.7 | 19.5 | 21.0 | NA | NA | 19.9 | 20.8 | 16.5 | 16.6 | 25.7 | 18.0 | 40.0 | 15.7 | 16.4 | 10.1 | 17.0 | 15.5 | 13.2 | 12.2 | 14.8 | 27.4 | 18.6 | 27.1 | 38.9 | 17.2 | 14.9 | 13.3 | 12.9 | 13.8 | 20.5 | 21.5 | 22.0 | 11.7 | 17.2 | 11.1 | 9.1 | NA |
| Treynor Ratio | NA | 0.21 | 0.26 | 0.15 | 0.05 | 0.11 | NA | NA | 0.11 | 0.08 | 0.12 | 0.15 | -0.22 | 0.32 | 0.18 | 0.22 | -0.12 | 0.19 | 0.2 | -0.01 | 0.08 | 0.43 | 0.13 | 0.03 | 0.3 | 0.33 | -0.37 | 0.06 | 0.14 | 0.07 | 0.23 | 0.6 | -0.17 | 0.03 | 0.59 | 0.19 | 0.06 | 0.0 | 0.0 | NA |
| Alpha | NA | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | NA | NA | 0.01 | 0.01 | 0.0 | -0.01 | 0.03 | 0.07 | -0.04 | -0.03 | -0.02 | -0.01 | 0.03 | 0.0 | 0.01 | 0.01 | -0.01 | 0.01 | 0.0 | -0.02 | 0.02 | 0.0 | 0.02 | 0.0 | 0.02 | 0.04 | 0.0 | 0.02 | 0.12 | 0.01 | 0.02 | NA | NA | NA |
| Beta | NA | 0.5 | 0.6 | 0.75 | 0.76 | 0.82 | NA | NA | 0.8 | 0.8 | 0.82 | 0.8 | 0.75 | 0.72 | 0.95 | 0.91 | 0.81 | 0.88 | 0.93 | 0.93 | 0.79 | 0.82 | 0.84 | 0.84 | 0.76 | 0.82 | 0.89 | 0.9 | 0.86 | 0.87 | 0.66 | 0.66 | 0.79 | 0.81 | 0.57 | 0.61 | 0.67 | NA | NA | NA |
| RSquared | NA | 0.54 | 0.61 | 0.81 | 0.84 | 0.82 | NA | NA | 0.84 | 0.86 | 0.85 | 0.88 | 0.91 | 0.7 | 0.82 | 0.84 | 0.91 | 0.81 | 0.92 | 0.91 | 0.88 | 0.93 | 0.95 | 0.98 | 0.96 | 0.97 | 0.98 | 0.92 | 0.95 | 0.93 | 0.88 | 0.86 | 0.91 | 0.9 | 0.84 | 0.65 | 0.73 | 0.0 | 0.0 | NA |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 6.1 | 6.5 | 0.2 | 2.1 | 20.5 | 0.1 | 6.8 | 11.8 | 9.7 | 9.7 | 17.3 | 27.0 | 26.0 | 22.8 | 8.8 | 0.0 | 0.0 | 0.0 | 10.9 | 13.0 | 9.6 | 7.1 | 3.1 | 2.0 | 0.9 | 32.6 | 13.6 | 10.9 | 14.5 | 1.1 | 0.5 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.0 | 3911.1 | -92.7 | -89.2 | 18950.0 | -97.9 | -54.2 | 31.9 | 11.8 | -54.9 | -49.4 | 8.5 | 1.7 | 141.9 | N/A | N/A | N/A | -100.0 | -14.9 | 36.5 | 43.4 | 206.2 | 41.2 | 128.0 | -97.1 | 141.3 | 18.2 | -20.2 | 1529.8 | 80.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/26/1993
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