Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBBVX (SCHRODER TOTAL RETURN FIXED INCOME FUND SCHRODER TOTAL RETURN FIXED INCOME FUND – ADVISOR CLASS) | NA | -3.47% | 0.00% | 0.63% | 3.85% | NA | NA | … | … |
Data as of 10/31/2017, Common starting date is 01/26/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBBVX (SCHRODER TOTAL RETURN FIXED INCOME FUND SCHRODER TOTAL RETURN FIXED INCOME FUND – ADVISOR CLASS) | 01/26/2005 | 10/31/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -3.47 | 0.00 | 0.63 | 3.85 | NA | NA | … | … | 0.00 | 1.64 | -1.58 | 5.34 | -2.21 | 6.52 | 7.01 | 6.20 | 7.73 | 6.58 | 5.92 | 3.61 | 1.95 |
| Sharpe Ratio | NA | -2.63 | -0.09 | 0.16 | 0.96 | NA | NA | … | … | 0.00 | 0.45 | -0.48 | 2.20 | -0.67 | 2.50 | 1.84 | 1.67 | 1.74 | 0.85 | 0.70 | 0.06 | -0.06 |
| Standard Deviation(%) | NA | 1.53 | 2.73 | 2.82 | 3.75 | NA | NA | … | … | NA | 3.17 | 3.38 | 2.42 | 3.37 | 2.61 | 3.79 | 3.66 | 4.37 | 6.56 | 3.96 | 3.30 | 3.27 |
| Draw Down(%) | NA | 3.66 | 4.14 | 6.02 | 6.02 | NA | NA | … | … | 0.00 | 4.14 | 3.71 | 1.36 | 6.02 | 1.25 | 1.73 | 3.08 | 1.89 | 4.36 | 2.45 | 2.30 | 2.58 |
| Yield(%) | 0.00 | 0.43 | 1.84 | 2.62 | 4.10 | 3.42 | 2.56 | … | … | 0.00 | 2.30 | 2.79 | 2.37 | 1.98 | 6.29 | 3.99 | 8.43 | 4.59 | 5.87 | 4.82 | 4.60 | 3.22 |
Data as of 10/31/2017, Common starting date is 01/26/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBBVX (SCHRODER TOTAL RETURN FIXED INCOME FUND SCHRODER TOTAL RETURN FIXED INCOME FUND – ADVISOR CLASS) |
-0.07%
Aug 2014 – Aug 2017 |
0.70%
Sep 2012 – Sep 2017 |
3.93%
Sep 2007 – Sep 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBBVX (SCHRODER TOTAL RETURN FIXED INCOME FUND SCHRODER TOTAL RETURN FIXED INCOME FUND – ADVISOR CLASS) |
9.06%
Oct 2008 – Oct 2011 |
7.40%
Jul 2007 – Jul 2012 |
5.04%
Mar 2005 – Mar 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart