Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SDECX (SiM Dynamic Allocation Equity Inc C) | NA | 8.55% | 12.32% | NA | NA | NA | NA | … | … |
Data as of 11/14/2014, Common starting date is 06/23/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SDECX (SiM Dynamic Allocation Equity Inc C) | 06/23/2011 | 11/14/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.55 | 12.32 | NA | NA | NA | NA | … | … | 6.20 | 18.18 | 13.74 | -5.44 |
| Sharpe Ratio | NA | 1.16 | 1.18 | NA | NA | NA | NA | … | … | 0.97 | 1.79 | 1.24 | -0.37 |
| Standard Deviation(%) | NA | 7.36 | 10.39 | NA | NA | NA | NA | … | … | 7.28 | 10.15 | 11.12 | 27.04 |
| Draw Down(%) | NA | 4.72 | 8.52 | NA | NA | NA | NA | … | … | 4.72 | 7.86 | 8.52 | 18.85 |
| Yield(%) | 0.00 | 4.62 | 2.81 | 1.61 | 0.80 | 0.54 | 0.40 | … | … | 0.00 | 5.24 | 2.52 | 0.00 |
Data as of 11/14/2014, Common starting date is 06/23/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SDECX (SiM Dynamic Allocation Equity Inc C) |
10.52%
Jul 2011 – Jul 2014 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SDECX (SiM Dynamic Allocation Equity Inc C) |
15.50%
Sep 2011 – Sep 2014 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart