Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBSCX (Stonebridge Inst Small-Cap Growth) | NA | 1.22% | 8.31% | 1.61% | 4.83% | -0.21% | NA | … | … |
Data as of 02/15/2013, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBSCX (Stonebridge Inst Small-Cap Growth) | 06/21/1996 | 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 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.09 | 1.22 | 8.31 | 1.61 | 4.83 | -0.21 | NA | … | … | 5.56 | 12.08 | -11.09 | 21.46 | 44.62 | -48.59 | 3.82 | 10.58 | 2.21 | 9.16 | 29.69 | -27.04 | -12.96 | -18.09 | 20.18 | 3.34 | 22.72 | 9.00 |
| Sharpe Ratio | NA | 0.06 | 0.33 | 0.04 | 0.15 | NA | NA | … | … | 4.38 | 0.60 | -0.34 | 0.92 | 1.22 | -1.08 | 0.05 | 0.72 | 0.00 | 0.72 | 1.91 | -1.13 | -0.61 | -1.09 | 0.99 | 0.00 | -2.16 | 1.50 |
| Standard Deviation(%) | NA | 19.86 | 25.90 | 33.23 | 25.59 | NA | NA | … | … | 12.11 | 20.29 | 32.97 | 23.26 | 36.37 | 45.66 | 17.53 | 10.15 | 10.19 | 11.39 | 15.21 | 24.93 | 25.39 | 20.33 | 17.16 | 18.85 | 14.96 | 9.49 |
| Draw Down(%) | NA | 20.09 | 31.58 | 63.96 | 69.20 | NA | NA | … | … | 1.83 | 20.09 | 31.58 | 22.05 | 39.10 | 61.63 | 11.84 | 7.59 | 7.49 | 7.46 | 9.15 | 35.90 | 33.91 | 20.85 | 7.47 | 21.88 | 9.06 | 5.75 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 1.65 | 2.74 | 3.70 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 10.20 | 0.00 | 0.00 | 0.00 | 0.00 | 0.07 | 7.78 | 16.33 | 12.21 | 0.00 | 20.14 | 11.87 |
Data as of 02/15/2013, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBSCX (Stonebridge Inst Small-Cap Growth) |
-23.57%
Feb 2006 – Feb 2009 |
-13.44%
Feb 2004 – Feb 2009 |
-8.57%
Feb 1999 – Feb 2009 |
-1.21%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBSCX (Stonebridge Inst Small-Cap Growth) |
33.35%
Feb 2009 – Feb 2012 |
12.98%
Sep 2002 – Sep 2007 |
4.87%
Jan 2003 – Jan 2013 |
1.70%
Jul 1996 – Jul 2011 |
Annualized Rolling Returns Comparison Chart