Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMPAX (MODERATE BALANCED ALLOCATION PORTFOLIO CLASS A) | NA | -4.97% | 21.16% | 0.54% | 1.02% | NA | NA | … | … |
Data as of 12/09/2011, Common starting date is 11/12/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMPAX (MODERATE BALANCED ALLOCATION PORTFOLIO CLASS A) | 11/12/1998 | 12/09/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -4.97 | 21.16 | 0.54 | 1.02 | NA | NA | … | … | -7.37 | 24.24 | 46.51 | -40.36 | 2.82 | 11.65 | 12.41 | 19.39 | 44.62 | -50.71 | -33.37 | -37.61 | 134.32 | 24.34 |
| Sharpe Ratio | NA | -0.19 | 0.81 | -0.01 | -0.02 | NA | NA | … | … | -0.29 | 1.16 | 1.65 | -1.08 | -0.01 | 0.49 | 0.72 | 1.11 | 2.28 | -1.46 | -0.69 | -0.71 | 3.74 | 14.30 |
| Standard Deviation(%) | NA | 26.86 | 26.07 | 27.76 | 25.25 | NA | NA | … | … | 27.20 | 20.88 | 28.13 | 38.26 | 18.83 | 17.29 | 14.25 | 16.56 | 19.31 | 35.46 | 52.33 | 58.77 | 35.08 | 29.71 |
| Draw Down(%) | NA | 28.53 | 28.53 | 58.63 | 58.63 | NA | NA | … | … | 28.53 | 14.86 | 24.69 | 51.75 | 14.12 | 19.98 | 9.61 | 15.20 | 13.63 | 57.33 | 57.52 | 58.66 | 20.84 | 6.61 |
| Yield(%) | 0.00 | 2.84 | 1.77 | 0.61 | 0.33 | 1.87 | 1.40 | … | … | 2.74 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.31 | 12.66 | 0.00 |
Data as of 12/09/2011, Common starting date is 11/12/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMPAX (MODERATE BALANCED ALLOCATION PORTFOLIO CLASS A) |
-45.78%
Feb 2000 – Feb 2003 |
-21.78%
Feb 2000 – Feb 2005 |
-11.06%
Feb 2000 – Feb 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMPAX (MODERATE BALANCED ALLOCATION PORTFOLIO CLASS A) |
31.46%
Mar 2003 – Mar 2006 |
19.35%
Oct 2002 – Oct 2007 |
3.10%
Sep 2001 – Sep 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart