Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SLGCX (LARGE CAPITALIZATION GROWTH PORTFOLIO LARGE CAPITALIZATION GROWTH PORTFOLIO CLASS C) | 1.50% | 18.03% | 24.92% | 14.71% | 16.11% | 15.08% | 12.34% | … | … |
Data as of 06/05/2026, Common starting date is 02/12/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SLGCX (LARGE CAPITALIZATION GROWTH PORTFOLIO LARGE CAPITALIZATION GROWTH PORTFOLIO CLASS C) | 02/12/1999 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.49 | 18.03 | 24.92 | 14.71 | 16.11 | 15.08 | 12.34 | … | … | 1.50 | 21.93 | 37.55 | 37.58 | -29.49 | 31.78 | 27.35 | 25.38 | -1.21 | 29.02 | -0.92 | 9.09 | 11.20 | 34.89 | 16.47 | 2.64 | 26.11 | 36.06 | -51.24 | 35.97 | -6.71 | 18.84 | 0.39 | 23.81 | -31.72 | -28.78 | -32.31 | 21.73 |
| Sharpe Ratio | NA | 0.91 | 1.10 | 0.56 | 0.68 | NA | NA | … | … | 0.05 | 0.79 | 1.96 | 2.19 | -1.02 | 1.88 | 0.77 | 1.67 | -0.13 | 3.29 | -0.08 | 0.59 | 0.73 | 2.87 | 1.23 | 0.11 | 1.11 | 1.30 | -1.18 | 1.52 | -0.59 | 1.18 | -0.04 | 1.21 | -1.13 | -1.00 | -1.05 | 0.92 |
| Standard Deviation(%) | NA | 16.84 | 19.61 | 21.69 | 21.15 | NA | NA | … | … | 18.71 | 24.27 | 17.28 | 15.63 | 30.50 | 16.90 | 34.97 | 14.34 | 20.05 | 8.66 | 13.50 | 15.40 | 15.31 | 12.14 | 13.47 | 24.12 | 23.41 | 27.57 | 44.31 | 21.73 | 17.29 | 14.02 | 14.68 | 19.08 | 28.96 | 31.71 | 34.93 | 23.24 |
| Draw Down(%) | NA | 18.14 | 24.28 | 31.91 | 31.91 | NA | NA | … | … | 17.73 | 24.28 | 11.80 | 9.78 | 30.70 | 8.45 | 31.22 | 8.99 | 22.88 | 2.94 | 11.99 | 11.24 | 7.06 | 6.18 | 11.33 | 17.15 | 15.58 | 18.14 | 57.62 | 12.40 | 22.59 | 11.02 | 18.40 | 12.18 | 39.21 | 46.50 | 42.31 | 14.62 |
| Yield(%) | 0.00 | 79.76 | 47.69 | 26.05 | 18.75 | 18.56 | 17.36 | … | … | 0.00 | 83.47 | 82.05 | 25.23 | 11.60 | 46.21 | 17.55 | 26.25 | 27.71 | 9.48 | 24.09 | 12.35 | 6.38 | 4.64 | 1.90 | 14.27 | 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 06/05/2026, Common starting date is 02/12/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLGCX (LARGE CAPITALIZATION GROWTH PORTFOLIO LARGE CAPITALIZATION GROWTH PORTFOLIO CLASS C) |
-32.44%
Mar 2000 – Mar 2003 |
-18.20%
Apr 2000 – Apr 2005 |
-10.31%
Mar 1999 – Mar 2009 |
-0.81%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLGCX (LARGE CAPITALIZATION GROWTH PORTFOLIO LARGE CAPITALIZATION GROWTH PORTFOLIO CLASS C) |
32.14%
Dec 2022 – Dec 2025 |
25.02%
Feb 2009 – Feb 2014 |
17.81%
Feb 2009 – Feb 2019 |
17.02%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart