Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBMIX (MODERATE BALANCED ALLOCATION PORTFOLIO CLASS I) | 3.71% | 12.45% | 12.02% | 6.59% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 01/02/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBMIX (MODERATE BALANCED ALLOCATION PORTFOLIO CLASS I) | 01/02/2018 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.49 | 12.45 | 12.02 | 6.59 | NA | NA | NA | … | … | 3.71 | 12.25 | 11.36 | 13.30 | -10.38 | 13.50 | 9.85 | 17.03 | -5.17 |
| Sharpe Ratio | NA | 1.31 | 0.99 | 0.41 | NA | NA | NA | … | … | 0.96 | 0.83 | 0.89 | 1.27 | -0.83 | 1.51 | 0.48 | 2.11 | -0.67 |
| Standard Deviation(%) | NA | 8.81 | 9.62 | 10.49 | NA | NA | NA | … | … | 10.21 | 11.34 | 8.74 | 7.66 | 14.23 | 8.91 | 20.09 | 7.38 | 9.89 |
| Draw Down(%) | NA | 6.85 | 12.14 | 14.92 | NA | NA | NA | … | … | 6.85 | 11.68 | 4.82 | 5.89 | 14.83 | 4.12 | 20.97 | 3.75 | 12.56 |
| Yield(%) | 0.00 | 9.97 | 6.19 | 5.69 | 4.28 | 2.85 | 2.14 | … | … | 0.00 | 10.32 | 4.00 | 2.75 | 5.01 | 8.51 | 1.46 | 3.85 | 2.86 |
Data as of 06/09/2026, Common starting date is 01/02/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBMIX (MODERATE BALANCED ALLOCATION PORTFOLIO CLASS I) |
2.96%
Apr 2021 – Apr 2024 |
4.40%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBMIX (MODERATE BALANCED ALLOCATION PORTFOLIO CLASS I) |
13.42%
Dec 2018 – Dec 2021 |
10.05%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart