Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBABX (SunAmerica Balanced Assets B) | NA | 35.64% | -3.37% | -0.76% | -3.20% | NA | NA | … | … |
Data as of 03/05/2010, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBABX (SunAmerica Balanced Assets B) | 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 | 35.64 | -3.37 | -0.76 | -3.20 | NA | NA | … | … | -1.08 | 18.70 | -28.09 | 5.04 | 8.77 | 0.35 | 5.09 | 13.48 | -16.56 | -14.85 | -10.36 | 20.74 | 22.19 | 23.36 | 5.96 |
| Sharpe Ratio | NA | 3.06 | -0.26 | -0.18 | -0.36 | NA | NA | … | … | -0.98 | 1.30 | -1.22 | 0.20 | 0.84 | -0.19 | 0.54 | 1.23 | -1.29 | -1.13 | -0.74 | 0.87 | 1.24 | -2.54 | 0.93 |
| Standard Deviation(%) | NA | 11.62 | 17.10 | 14.28 | 13.91 | NA | NA | … | … | 6.33 | 14.35 | 23.68 | 10.11 | 6.55 | 9.41 | 7.70 | 10.37 | 13.64 | 15.41 | 19.39 | 20.20 | 15.18 | 12.52 | 8.69 |
| Draw Down(%) | NA | 3.28 | 40.64 | 40.64 | 49.77 | NA | NA | … | … | 3.28 | 15.87 | 35.55 | 6.17 | 4.41 | 5.19 | 6.68 | 7.00 | 19.99 | 25.91 | 18.93 | 10.00 | 16.01 | 7.79 | 6.04 |
| Yield(%) | 0.00 | 1.69 | 1.18 | 1.10 | 1.52 | 4.38 | 3.29 | … | … | 0.34 | 1.05 | 1.38 | 0.97 | 1.04 | 0.77 | 0.99 | 0.21 | 0.74 | 0.69 | 10.03 | 10.98 | 9.46 | 12.46 | 11.59 |
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 |
|---|---|---|---|---|
| SBABX (SunAmerica Balanced Assets B) |
-15.73%
Mar 2000 – Mar 2003 |
-6.60%
Mar 2000 – Mar 2005 |
-3.88%
Feb 1999 – Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBABX (SunAmerica Balanced Assets B) |
23.37%
Mar 1997 – Mar 2000 |
9.95%
Jul 1996 – Jul 2001 |
4.41%
Aug 1996 – Aug 2006 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart