Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBAAX (SunAmerica Balanced Assets A) | NA | 36.01% | -2.84% | -0.15% | -2.58% | NA | NA | … | … |
Data as of 03/05/2010, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBAAX (SunAmerica Balanced Assets A) | 06/21/1996 | 03/05/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 36.01 | -2.84 | -0.15 | -2.58 | NA | NA | … | … | -1.48 | 19.68 | -27.61 | 5.81 | 9.49 | 1.02 | 5.85 | 14.16 | -16.00 | -14.29 | -9.78 | 21.51 | 22.76 | 24.11 | 6.36 |
| Sharpe Ratio | NA | 3.10 | -0.23 | -0.14 | -0.32 | NA | NA | … | … | -1.27 | 1.37 | -1.20 | 0.28 | 0.94 | -0.12 | 0.63 | 1.30 | -1.25 | -1.09 | -0.71 | 0.90 | 1.28 | -2.47 | 1.02 |
| Standard Deviation(%) | NA | 11.60 | 17.11 | 14.29 | 13.91 | NA | NA | … | … | 6.63 | 14.31 | 23.71 | 10.15 | 6.60 | 9.45 | 7.76 | 10.36 | 13.63 | 15.42 | 19.34 | 20.30 | 15.22 | 12.53 | 8.71 |
| Draw Down(%) | NA | 3.67 | 40.08 | 40.08 | 46.69 | NA | NA | … | … | 3.67 | 15.75 | 35.21 | 6.09 | 4.39 | 5.13 | 6.45 | 6.97 | 19.76 | 25.57 | 17.99 | 10.11 | 15.94 | 7.70 | 6.04 |
| Yield(%) | 0.00 | 2.17 | 1.76 | 1.75 | 1.94 | 4.90 | 3.68 | … | … | 0.00 | 1.85 | 2.02 | 1.74 | 1.81 | 1.43 | 1.74 | 0.88 | 1.27 | 1.21 | 10.56 | 11.62 | 9.92 | 13.12 | 12.01 |
Data as of 03/05/2010, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBAAX (SunAmerica Balanced Assets A) |
-15.19%
Mar 2000 – Mar 2003 |
-5.98%
Mar 2000 – Mar 2005 |
-3.24%
Feb 1999 – Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBAAX (SunAmerica Balanced Assets A) |
24.10%
Mar 1997 – Mar 2000 |
10.59%
Jul 1996 – Jul 2001 |
5.07%
Aug 1996 – Aug 2006 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart