Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBDTX (SunAmerica Balanced Assets C) | NA | 35.30% | -3.46% | -0.82% | NA | NA | NA | … | … |
Data as of 03/05/2010, Common starting date is 08/01/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBDTX (SunAmerica Balanced Assets C) | 08/01/2000 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 35.30 | -3.46 | -0.82 | NA | NA | NA | … | … | -1.48 | 18.80 | -28.09 | 5.10 | 8.75 | 0.35 | 4.94 | 13.32 | -17.23 | -15.51 | -19.31 |
| Sharpe Ratio | NA | 3.05 | -0.27 | -0.18 | NA | NA | NA | … | … | -1.32 | 1.31 | -1.22 | 0.20 | 0.83 | -0.19 | 0.52 | 1.21 | -1.34 | -1.18 | -1.71 |
| Standard Deviation(%) | NA | 11.55 | 17.09 | 14.27 | NA | NA | NA | … | … | 6.39 | 14.26 | 23.68 | 10.19 | 6.57 | 9.40 | 7.70 | 10.43 | 13.65 | 15.38 | 25.98 |
| Draw Down(%) | NA | 3.59 | 40.62 | 40.62 | NA | NA | NA | … | … | 3.59 | 15.84 | 35.61 | 6.16 | 4.40 | 5.18 | 6.80 | 7.07 | 20.50 | 26.09 | 26.76 |
| Yield(%) | 0.00 | 1.26 | 1.09 | 1.05 | 0.41 | 0.27 | 0.20 | … | … | 0.00 | 1.07 | 1.39 | 0.97 | 1.04 | 0.77 | 0.86 | 0.09 | 0.00 | 0.00 | 0.00 |
Data as of 03/05/2010, Common starting date is 08/01/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBDTX (SunAmerica Balanced Assets C) |
-15.97%
Sep 2000 – Sep 2003 |
-7.87%
Sep 2000 – Sep 2005 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBDTX (SunAmerica Balanced Assets C) |
7.48%
Mar 2003 – Mar 2006 |
7.05%
Oct 2002 – Oct 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart