Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SIBSX (SC Ibbotson Balanced Service ) | NA | 5.00% | 3.37% | NA | NA | NA | NA | … | … |
Data as of 05/01/2013, Common starting date is 10/09/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SIBSX (SC Ibbotson Balanced Service ) | 10/09/2008 | 05/01/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.54 | 5.00 | 3.37 | NA | NA | NA | NA | … | … | 6.73 | 5.27 | -6.23 | 10.27 | 23.62 | 4.86 |
| Sharpe Ratio | NA | 0.56 | 0.30 | NA | NA | NA | NA | … | … | 3.23 | 0.61 | -0.43 | 0.93 | 1.50 | 0.62 |
| Standard Deviation(%) | NA | 8.89 | 11.64 | NA | NA | NA | NA | … | … | 6.75 | 8.69 | 14.70 | 10.91 | 15.70 | 37.46 |
| Draw Down(%) | NA | 8.07 | 18.40 | NA | NA | NA | NA | … | … | 1.92 | 8.07 | 18.40 | 8.42 | 17.71 | 15.97 |
| 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 |
Data as of 05/01/2013, Common starting date is 10/09/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIBSX (SC Ibbotson Balanced Service ) |
2.86%
Dec 2009 – Dec 2012 |
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 |
|---|---|---|---|---|
| SIBSX (SC Ibbotson Balanced Service ) |
15.18%
Feb 2009 – Feb 2012 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart