Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SRBAX | 0.27% | 5.92% | NA | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 11/27/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRBAX | 11/27/2024 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.43 | 5.92 | NA | NA | NA | NA | NA | … | … | 0.27 | 8.90 | -1.20 |
| Sharpe Ratio | NA | 0.59 | NA | NA | NA | NA | NA | … | … | -0.47 | 1.15 | -2.64 |
| Standard Deviation(%) | NA | 4.42 | NA | NA | NA | NA | NA | … | … | 4.70 | 5.25 | 6.13 |
| Draw Down(%) | NA | 3.13 | NA | NA | NA | NA | NA | … | … | 3.13 | 2.89 | 3.19 |
| Yield(%) | 0.00 | 4.93 | 2.58 | 1.55 | 0.77 | 0.52 | 0.39 | … | … | 1.95 | 5.03 | 0.84 |
Data as of 06/09/2026, Common starting date is 11/27/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRBAX (SRBAX) |
0.00%
NA |
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 |
|---|---|---|---|---|
| SRBAX (SRBAX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart