Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SGBYX (Core Y) | NA | -0.43% | -0.48% | -0.06% | NA | NA | NA | … | … |
Data as of 12/30/2014, Common starting date is 05/04/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SGBYX (Core Y) | 05/04/2007 | 12/30/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.43 | -0.48 | -0.06 | NA | NA | NA | … | … | -0.51 | -0.94 | 0.01 | -0.08 | 1.08 | 2.09 | 3.52 | 2.43 |
| Sharpe Ratio | NA | -0.68 | -0.51 | -0.09 | NA | NA | NA | … | … | -0.80 | -1.17 | -0.03 | -0.08 | 0.72 | 1.42 | 0.94 | 0.57 |
| Standard Deviation(%) | NA | 0.66 | 1.02 | 1.15 | NA | NA | NA | … | … | 0.66 | 0.84 | 1.42 | 1.25 | 1.38 | 1.41 | 2.76 | 1.55 |
| Draw Down(%) | NA | 0.51 | 1.79 | 1.89 | NA | NA | NA | … | … | 0.51 | 1.29 | 1.03 | 0.49 | 0.62 | 0.72 | 1.34 | 0.51 |
| Yield(%) | 0.00 | 0.89 | 1.23 | 1.46 | 1.64 | 1.09 | 0.82 | … | … | 0.82 | 1.22 | 1.60 | 1.49 | 2.11 | 2.38 | 4.88 | 2.20 |
Data as of 12/30/2014, Common starting date is 05/04/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGBYX (Core Y) |
-0.55%
Sep 2011 – Sep 2014 |
-0.07%
Oct 2009 – Oct 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGBYX (Core Y) |
3.11%
Jun 2007 – Jun 2010 |
1.89%
Jul 2007 – Jul 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart