Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SSIAX (1919 SOCIALLY RESPONSIVE BALANCED FUND CLASS A) | 1.79% | 9.99% | 12.48% | 6.54% | 9.93% | 8.95% | 7.60% | … | … |
Data as of 06/05/2026, Common starting date is 12/16/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SSIAX (1919 SOCIALLY RESPONSIVE BALANCED FUND CLASS A) | 12/16/1992 | 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 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.61 | 9.99 | 12.48 | 6.54 | 9.93 | 8.95 | 7.60 | … | … | 1.79 | 9.79 | 15.78 | 19.67 | -20.05 | 16.82 | 20.55 | 24.70 | -1.30 | 16.38 | 5.72 | -2.09 | 8.70 | 18.29 | 10.08 | -0.65 | 11.88 | 23.20 | -26.56 | 7.90 | 9.03 | -0.60 | 7.47 | 23.12 | -15.27 | -10.91 | 1.43 | 12.91 | 27.57 | 21.42 | 12.37 | 21.45 | -4.94 | 6.39 | -3.43 |
| Sharpe Ratio | NA | 0.88 | 0.87 | 0.32 | 0.65 | NA | NA | … | … | 0.18 | 0.57 | 1.23 | 1.59 | -1.16 | 1.66 | 0.91 | 2.76 | -0.22 | 3.02 | 0.61 | -0.21 | 1.08 | 2.42 | 1.11 | -0.04 | 0.94 | 1.24 | -1.02 | 0.42 | 0.75 | -0.36 | 0.75 | 1.80 | -1.00 | -0.87 | -0.19 | 0.70 | 1.45 | 1.70 | 1.23 | 2.94 | -1.18 | 0.43 | -2.31 |
| Standard Deviation(%) | NA | 8.35 | 10.60 | 12.52 | 12.72 | NA | NA | … | … | 9.59 | 12.16 | 9.86 | 10.15 | 18.62 | 10.11 | 22.26 | 8.43 | 12.39 | 5.24 | 8.98 | 10.27 | 8.04 | 7.55 | 9.06 | 16.46 | 12.59 | 18.58 | 27.03 | 11.39 | 7.47 | 7.88 | 8.68 | 12.44 | 16.48 | 15.56 | 15.02 | 13.57 | 16.60 | 10.39 | 7.03 | 5.94 | 6.82 | 9.83 | 26.36 |
| Draw Down(%) | NA | 7.77 | 13.12 | 24.26 | 24.26 | NA | NA | … | … | 7.77 | 12.63 | 5.87 | 8.81 | 23.71 | 5.18 | 23.25 | 3.89 | 14.27 | 2.35 | 7.33 | 8.50 | 5.27 | 4.53 | 7.52 | 13.14 | 11.25 | 19.98 | 36.28 | 6.72 | 6.23 | 6.10 | 6.64 | 9.00 | 21.43 | 24.36 | 8.83 | 9.87 | 17.77 | 6.15 | 4.43 | 2.79 | 9.18 | 9.31 | 4.87 |
| Yield(%) | 0.00 | 1.07 | 0.93 | 0.60 | 2.62 | 4.23 | 4.40 | … | … | 0.00 | 1.33 | 0.68 | 0.61 | 0.14 | 0.04 | 0.31 | 0.77 | 6.48 | 6.77 | 7.38 | 7.88 | 14.43 | 8.95 | 0.94 | 0.90 | 1.52 | 1.44 | 1.25 | 25.29 | 8.69 | 3.81 | 4.62 | 1.58 | 1.21 | 3.94 | 9.20 | 5.62 | 3.88 | 13.56 | 10.29 | 3.31 | 2.75 | 3.41 | 0.62 |
Data as of 06/05/2026, Common starting date is 12/16/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSIAX (1919 SOCIALLY RESPONSIVE BALANCED FUND CLASS A) |
-9.37%
Mar 2000 – Mar 2003 |
-4.43%
Feb 2004 – Feb 2009 |
-1.54%
Feb 1999 – Feb 2009 |
2.83%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSIAX (1919 SOCIALLY RESPONSIVE BALANCED FUND CLASS A) |
21.82%
Jul 1996 – Jul 1999 |
19.00%
Dec 1994 – Dec 1999 |
11.48%
Sep 2011 – Sep 2021 |
10.71%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart