Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBLX | NA | -57.85% | -62.51% | -56.64% | -56.34% | -55.38% | -45.41% | … | … |
Data as of 09/15/2025, Common starting date is 10/07/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBLX | 10/07/2003 | 09/15/2025 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -57.85 | -62.51 | -56.64 | -56.34 | -55.38 | -45.41 | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … |
Data as of 09/15/2025, Common starting date is 10/07/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBLX (SBLX) |
-76.14%
Mar 2017 – Mar 2020 |
-74.65%
Dec 2013 – Dec 2018 |
-64.32%
Aug 2014 – Aug 2024 |
-55.08%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBLX (SBLX) |
0.03%
Nov 2003 – Nov 2006 |
0.02%
Nov 2003 – Nov 2008 |
-1.28%
Nov 2003 – Nov 2013 |
-33.68%
Feb 2004 – Feb 2019 |
Annualized Rolling Returns Comparison Chart