Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SAGWX (SENTINEL SMALL COMPANY FUND CLASS A) | 5.65% | 16.55% | 13.16% | 6.00% | 10.52% | 10.41% | 9.35% | … | … |
Data as of 06/08/2026, Common starting date is 12/21/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAGWX (SENTINEL SMALL COMPANY FUND CLASS A) | 12/21/1995 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 (%) | -1.06 | 16.55 | 13.16 | 6.00 | 10.52 | 10.41 | 9.35 | … | … | 5.65 | 9.58 | 13.32 | 15.72 | -14.78 | 23.04 | 17.60 | 21.54 | -8.42 | 17.33 | 19.26 | -1.28 | 6.36 | 34.95 | 11.19 | 2.90 | 23.02 | 27.27 | -32.28 | 8.29 | 15.47 | 7.91 | 16.07 | 40.15 | -12.42 | 4.79 | 37.38 | 15.11 | 7.18 | 21.20 | 21.31 | -16.49 |
| Sharpe Ratio | NA | 1.00 | 0.62 | 0.19 | 0.43 | NA | NA | … | … | 0.70 | 0.32 | 0.59 | 0.73 | -0.63 | 1.28 | 0.43 | 1.28 | -0.60 | 1.66 | 1.12 | -0.08 | 0.48 | 2.86 | 0.76 | 0.10 | 1.23 | 1.00 | -0.85 | 0.30 | 0.81 | 0.42 | 1.17 | 2.85 | -0.66 | 0.11 | 1.51 | 1.00 | 0.22 | 1.57 | 1.91 | NA |
| Standard Deviation(%) | NA | 15.30 | 17.73 | 19.50 | 21.01 | NA | NA | … | … | 15.46 | 20.82 | 16.50 | 16.61 | 25.72 | 18.01 | 39.99 | 15.72 | 16.44 | 10.08 | 16.96 | 15.49 | 13.25 | 12.22 | 14.79 | 27.39 | 18.59 | 27.15 | 38.86 | 17.24 | 14.91 | 13.34 | 12.94 | 13.82 | 20.50 | 21.47 | 21.96 | 11.73 | 17.21 | 11.13 | 9.14 | NA |
| Draw Down(%) | NA | 9.60 | 22.69 | 27.01 | 42.52 | NA | NA | … | … | 9.60 | 22.05 | 7.66 | 13.04 | 25.51 | 8.68 | 41.75 | 11.11 | 24.63 | 5.26 | 13.12 | 15.24 | 12.64 | 5.39 | 10.96 | 24.33 | 14.17 | 25.15 | 45.14 | 10.06 | 14.11 | 8.19 | 9.76 | 9.23 | 29.35 | 22.17 | 10.65 | 11.87 | 27.73 | 7.50 | 8.89 | NA |
| Yield(%) | 0.00 | 6.08 | 4.82 | 5.95 | 8.03 | 8.57 | 8.08 | … | … | 0.00 | 6.06 | 6.50 | 0.19 | 2.12 | 20.52 | 0.12 | 6.79 | 11.82 | 9.67 | 9.75 | 17.28 | 27.00 | 25.96 | 22.78 | 8.82 | 0.00 | 0.00 | 0.00 | 10.95 | 12.95 | 9.61 | 7.14 | 3.13 | 1.95 | 0.93 | 32.56 | 13.60 | 10.87 | 14.54 | 1.06 | 0.49 |
Data as of 06/08/2026, Common starting date is 12/21/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAGWX (SENTINEL SMALL COMPANY FUND CLASS A) |
-12.84%
Feb 2006 – Feb 2009 |
-3.02%
Feb 2004 – Feb 2009 |
5.73%
Aug 2000 – Aug 2010 |
6.45%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAGWX (SENTINEL SMALL COMPANY FUND CLASS A) |
28.03%
Feb 2009 – Feb 2012 |
23.80%
Feb 2009 – Feb 2014 |
16.25%
Feb 2009 – Feb 2019 |
13.71%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart