It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
SIGWX: SENTINEL SMALL COMPANY FUND CLASS I (MUTUAL FUND)
Basic Info 7.68 0.07(0.90%) June 05
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (62%) |
| Start Date: | 05/17/2007 |
| Last Dividend Date: | 12/11/2025 |
| 12-Mo. Yield | 5.33% |
| Expenses | 0.81% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.6 | 5.5 | 18.1 | 14.5 | 2.7 | 9.0 | 9.2 | 8.2 | 9.8 | 13.6 | 16.2 | -16.3 | 5.2 | 17.8 | 21.7 | -8.0 | 17.6 | 19.7 | -1.1 | 6.9 | 35.2 | 11.3 | 3.3 | 23.7 | 27.9 | -32.0 | 2.0 |
| Sharpe Ratio | NA | 0.69 | 0.99 | 0.63 | 0.01 | 0.34 | NA | 0.33 | 0.33 | 0.61 | 0.76 | -0.68 | 0.21 | 0.44 | 1.27 | -0.57 | 1.69 | 1.16 | -0.07 | 0.51 | 2.89 | 0.77 | 0.12 | 1.28 | 1.03 | -0.85 | 0.02 |
| Draw Down(%) | NA | 9.6 | 9.6 | 22.6 | 37.6 | 42.2 | NA | 51.6 | 22.0 | 7.6 | 12.9 | 25.4 | 21.9 | 41.6 | 11.0 | 24.7 | 5.1 | 13.1 | 15.2 | 12.6 | 5.4 | 10.8 | 24.3 | 14.1 | 25.0 | 44.8 | 10.0 |
| Standard Deviation(%) | NA | 15.7 | 15.6 | 17.8 | 21.1 | 21.8 | NA | 22.0 | 21.0 | 16.4 | 16.6 | 26.0 | 25.1 | 40.0 | 15.8 | 16.7 | 10.0 | 16.8 | 15.4 | 13.4 | 12.2 | 14.8 | 27.5 | 18.5 | 27.1 | 38.7 | 19.4 |
| Treynor Ratio | NA | 0.21 | 0.25 | 0.15 | 0.0 | 0.09 | NA | 0.09 | 0.09 | 0.12 | 0.16 | -0.24 | 0.07 | 0.18 | 0.22 | -0.11 | 0.19 | 0.21 | -0.01 | 0.09 | 0.43 | 0.14 | 0.04 | 0.31 | 0.34 | -0.37 | 0.0 |
| Alpha | NA | -0.02 | 0.0 | 0.0 | -0.01 | 0.0 | NA | 0.0 | 0.01 | 0.0 | 0.0 | 0.03 | 0.01 | -0.05 | -0.03 | -0.02 | 0.0 | 0.03 | 0.01 | 0.01 | 0.02 | -0.01 | 0.02 | 0.0 | -0.02 | 0.02 | 0.01 |
| Beta | NA | 0.51 | 0.62 | 0.76 | 0.78 | 0.84 | NA | 0.85 | 0.81 | 0.82 | 0.8 | 0.75 | 0.8 | 0.99 | 0.92 | 0.83 | 0.88 | 0.92 | 0.92 | 0.8 | 0.81 | 0.84 | 0.84 | 0.76 | 0.81 | 0.88 | 0.9 |
| RSquared | NA | 0.54 | 0.62 | 0.82 | 0.77 | 0.81 | NA | 0.88 | 0.87 | 0.87 | 0.89 | 0.9 | 0.48 | 0.87 | 0.84 | 0.91 | 0.81 | 0.92 | 0.91 | 0.88 | 0.93 | 0.96 | 0.98 | 0.96 | 0.97 | 0.98 | 0.91 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 5.2 | 6.0 | 0.2 | 0.0 | 0.0 | 0.0 | 6.1 | 10.9 | 9.0 | 9.1 | 16.4 | 26.3 | 25.3 | 22.8 | 8.7 | 0.0 | 0.0 | 0.0 | 10.3 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | -5.7 | 4155.6 | N/A | N/A | N/A | -100.0 | -54.5 | 32.6 | 11.8 | -54.9 | -49.8 | 9.5 | -0.5 | 147.4 | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/08/2007
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Small Growth Asset Class Trend Rankings |
Top Rated Funds in Small Growth
Best Mutual Funds
- PENNX (ROYCE PENNSYLVANIA MUTUAL FUND INVESTMENT CLASS) (100%)
- VISGX (VANGUARD SMALL-CAP GROWTH INDEX FUND INVESTOR SHARES) (100%)
- APHSX (ARTISAN SMALL CAP FUND INSTITUTIONAL SHARES) (99%)
- RVPHX (ROYCE SMALLER-COMPANIES GROWTH FUND INVESTMENT CLASS) (98%)
- RVPIX (ROYCE SMALLER-COMPANIES GROWTH FUND INSTITUTIONAL CLASS) (98%)
- RYPCX (ROYCE PENNSYLVANIA MUTUAL FUND CONSULTANT CLASS) (98%)
- RYPFX (ROYCE PENNSYLVANIA MUTUAL FUND SERVICE CLASS) (97%)
- RYVPX (ROYCE SMALLER-COMPANIES GROWTH FUND SERVICE CLASS) (97%)
- BCSIX (THE BROWN CAPITAL MANAGEMENT SMALL COMPANY FUND INVESTOR SHARES) (97%)
- LADYX (LORD ABBETT DEVELOPING GROWTH FUND INC CLASS I) (97%)
Best ETFs
- IJT (iShares S&P Small-Cap 600 Growth ETF) 1.89% (99%)
- IWO (iShares Russell 2000 Growth ETF) 4.34% (99%)
- RZG (Invesco S&P Smallcap 600 Pure Growth ETF) 1.56% (99%)
- VBK (Vanguard Small-Cap Growth ETF) 4.03% (98%)
- VTWG (Vanguard Russell 2000 Growth ETF) 4.27% (26%)
- VIOG (Vanguard S&P Small-Cap 600 Growth ETF) 2.08% (25%)
- FYC (First Trust Small Cap Growth AlphaDEX Fund) 3.72% (23%)
Latest Articles Related to SIGWX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
