Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SLGYX (LARGE CAPITALIZATION GROWTH PORTFOLIO LARGE CAPITALIZATION GROWTH PORTFOLIO CLASS A) | 1.59% | 18.14% | 25.90% | 15.48% | 16.83% | 15.76% | 13.01% | … | … |
Data as of 06/05/2026, Common starting date is 03/27/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SLGYX (LARGE CAPITALIZATION GROWTH PORTFOLIO LARGE CAPITALIZATION GROWTH PORTFOLIO CLASS A) | 03/27/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.59 | 18.14 | 25.90 | 15.48 | 16.83 | 15.76 | 13.01 | … | … | 1.59 | 22.28 | 40.05 | 38.20 | -29.03 | 32.11 | 28.18 | 26.05 | -0.63 | 29.85 | -0.43 | 9.73 | 11.49 | 35.66 | 17.30 | 3.30 | 26.91 | 36.95 | -50.98 | 36.82 | -6.43 |
| Sharpe Ratio | NA | 0.93 | 1.16 | 0.60 | 0.72 | NA | NA | … | … | 0.07 | 0.80 | 2.12 | 2.23 | -1.00 | 1.90 | 0.80 | 1.71 | -0.10 | 3.40 | -0.05 | 0.63 | 0.92 | 2.94 | 1.29 | 0.14 | 1.14 | 1.34 | -1.17 | 1.56 | -0.67 |
| Standard Deviation(%) | NA | 16.74 | 19.56 | 21.66 | 21.15 | NA | NA | … | … | 18.64 | 24.25 | 17.16 | 15.66 | 30.50 | 16.87 | 34.97 | 14.37 | 20.09 | 8.63 | 13.46 | 15.41 | 12.48 | 12.12 | 13.47 | 24.14 | 23.43 | 27.60 | 44.24 | 21.72 | 17.60 |
| Draw Down(%) | NA | 18.31 | 24.20 | 31.43 | 31.43 | NA | NA | … | … | 17.72 | 24.20 | 11.80 | 9.63 | 30.29 | 8.44 | 31.19 | 8.91 | 22.86 | 2.88 | 11.94 | 11.22 | 7.01 | 6.17 | 11.20 | 17.08 | 15.47 | 18.05 | 57.41 | 12.30 | 20.26 |
| Yield(%) | 0.00 | 18.14 | 21.90 | 15.98 | 15.68 | 16.79 | 16.18 | … | … | 0.00 | 19.02 | 33.41 | 11.61 | 5.87 | 28.42 | 11.51 | 18.69 | 21.50 | 7.53 | 20.25 | 10.61 | 5.56 | 4.25 | 1.68 | 12.95 | 0.00 | 0.00 | 0.12 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 03/27/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLGYX (LARGE CAPITALIZATION GROWTH PORTFOLIO LARGE CAPITALIZATION GROWTH PORTFOLIO CLASS A) |
-11.78%
Apr 2006 – Apr 2009 |
-0.14%
Oct 2007 – Oct 2012 |
8.01%
Apr 2006 – Apr 2016 |
8.36%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLGYX (LARGE CAPITALIZATION GROWTH PORTFOLIO LARGE CAPITALIZATION GROWTH PORTFOLIO CLASS A) |
33.27%
Dec 2022 – Dec 2025 |
25.81%
Feb 2009 – Feb 2014 |
18.48%
Feb 2009 – Feb 2019 |
17.67%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart