Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SSVBX (SunAmerica Value B) | NA | 19.59% | 10.57% | 12.49% | 4.82% | 5.51% | NA | … | … |
Data as of 01/28/2014, Common starting date is 06/17/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SSVBX (SunAmerica Value B) | 06/17/1997 | 01/28/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 19.59 | 10.57 | 12.49 | 4.82 | 5.51 | NA | … | … | 0.00 | 26.81 | 13.32 | -3.97 | 11.25 | 11.28 | -34.69 | 1.72 | 18.71 | 3.65 | 14.82 | 22.50 | -6.61 | 1.64 | 9.34 | 8.39 | -0.57 | 9.96 |
| Sharpe Ratio | NA | 1.92 | 0.61 | 0.64 | 0.18 | NA | NA | … | … | 0.00 | 2.51 | 1.03 | -0.16 | 0.63 | 0.40 | -0.84 | -0.08 | 1.67 | 0.14 | 1.59 | 1.68 | -0.42 | -0.04 | 0.31 | 0.36 | -0.21 | 0.98 |
| Standard Deviation(%) | NA | 10.21 | 17.20 | 19.34 | 20.97 | NA | NA | … | … | NA | 10.65 | 12.95 | 24.58 | 17.70 | 27.66 | 42.42 | 16.01 | 9.28 | 10.28 | 8.72 | 12.96 | 18.47 | 16.21 | 17.23 | 14.27 | 18.94 | 15.97 |
| Draw Down(%) | NA | 4.69 | 23.71 | 24.89 | 57.00 | NA | NA | … | … | 0.00 | 4.69 | 11.06 | 23.71 | 15.69 | 30.93 | 46.22 | 11.65 | 6.34 | 6.04 | 4.55 | 11.59 | 21.01 | 15.93 | 9.38 | 14.76 | 29.46 | 9.06 |
| Yield(%) | 0.00 | 0.00 | 0.15 | 0.16 | 5.10 | 5.53 | 4.52 | … | … | 0.00 | 0.00 | 0.10 | 0.37 | 0.00 | 0.18 | 0.98 | 16.67 | 12.89 | 7.26 | 12.14 | 5.16 | 3.53 | 4.14 | 12.18 | 4.90 | 0.00 | 3.94 |
Data as of 01/28/2014, Common starting date is 06/17/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSVBX (SunAmerica Value B) |
-15.69%
Feb 2006 – Feb 2009 |
-6.39%
Feb 2004 – Feb 2009 |
0.37%
Feb 1999 – Feb 2009 |
3.48%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSVBX (SunAmerica Value B) |
18.28%
Feb 2009 – Feb 2012 |
14.95%
Sep 2002 – Sep 2007 |
7.88%
Oct 1997 – Oct 2007 |
6.14%
Aug 1998 – Aug 2013 |
Annualized Rolling Returns Comparison Chart