Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBAGX (Stonebridge Small-Cap Growth) | NA | -3.20% | 6.01% | 0.10% | 6.75% | NA | NA | … | … |
Data as of 02/15/2013, Common starting date is 01/18/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBAGX (Stonebridge Small-Cap Growth) | 01/18/2000 | 02/15/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.31 | -3.20 | 6.01 | 0.10 | 6.75 | NA | NA | … | … | 2.04 | 10.61 | -11.68 | 20.03 | 44.42 | -49.11 | 5.21 | 22.32 | -3.63 | 24.23 | 39.47 | -23.30 | -5.86 | -0.23 |
| Sharpe Ratio | NA | -0.16 | 0.25 | 0.00 | 0.22 | NA | NA | … | … | 1.09 | 0.52 | -0.36 | 0.87 | 1.22 | -1.08 | 0.12 | 1.31 | -0.46 | 1.56 | 2.50 | -0.83 | -0.26 | -0.13 |
| Standard Deviation(%) | NA | 20.16 | 25.81 | 33.31 | 26.19 | NA | NA | … | … | 15.71 | 20.32 | 32.68 | 23.04 | 36.37 | 46.08 | 17.96 | 14.56 | 12.70 | 14.91 | 15.53 | 29.35 | 31.67 | 32.57 |
| Draw Down(%) | NA | 20.50 | 31.86 | 64.00 | 69.40 | NA | NA | … | … | 5.10 | 20.50 | 31.86 | 22.07 | 38.89 | 62.04 | 12.08 | 17.34 | 13.14 | 11.55 | 11.25 | 39.44 | 36.17 | 26.89 |
| Yield(%) | 0.00 | 4.04 | 1.66 | 0.84 | 7.36 | 4.41 | 3.30 | … | … | 0.00 | 4.64 | 0.00 | 0.00 | 0.00 | 0.00 | 22.43 | 3.55 | 14.19 | 0.00 | 0.09 | 0.00 | 0.00 | 29.42 |
Data as of 02/15/2013, Common starting date is 01/18/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBAGX (Stonebridge Small-Cap Growth) |
-23.40%
Feb 2006 – Feb 2009 |
-10.82%
Feb 2004 – Feb 2009 |
-1.56%
Aug 2000 – Aug 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBAGX (Stonebridge Small-Cap Growth) |
32.24%
Feb 2009 – Feb 2012 |
20.95%
Sep 2002 – Sep 2007 |
7.99%
Sep 2002 – Sep 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart