Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SGBSX (Sun Capital Investment Grade Bond Svc ) | NA | -3.01% | 0.43% | -0.57% | NA | NA | NA | … | … |
Data as of 01/16/2013, Common starting date is 07/23/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SGBSX (Sun Capital Investment Grade Bond Svc ) | 07/23/2004 | 01/16/2013 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -3.01 | 0.43 | -0.57 | NA | NA | NA | … | … | 0.00 | -2.60 | 1.59 | 3.73 | 15.44 | -17.28 | -1.44 | -1.02 | -3.64 | 2.21 |
| Sharpe Ratio | NA | -0.54 | 0.08 | -0.16 | NA | NA | NA | … | … | 0.00 | -0.49 | 0.41 | 1.10 | 3.72 | -2.63 | -1.27 | -1.39 | -1.95 | 1.15 |
| Standard Deviation(%) | NA | 5.62 | 4.39 | 5.01 | NA | NA | NA | … | … | NA | 5.48 | 3.78 | 3.32 | 4.12 | 6.89 | 3.53 | 3.11 | 2.98 | 3.30 |
| Draw Down(%) | NA | 6.12 | 6.12 | 20.41 | NA | NA | NA | … | … | 0.00 | 6.12 | 4.07 | 3.80 | 3.32 | 20.41 | 3.67 | 4.07 | 5.46 | 1.08 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 01/16/2013, Common starting date is 07/23/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGBSX (Sun Capital Investment Grade Bond Svc ) |
-7.21%
Nov 2005 – Nov 2008 |
-2.50%
Aug 2004 – Aug 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGBSX (Sun Capital Investment Grade Bond Svc ) |
7.04%
Feb 2009 – Feb 2012 |
1.01%
Jul 2007 – Jul 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart