Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SUGBX (U.S. INTERMEDIATE BOND B) | NA | 0.00% | 3.30% | 3.19% | 2.88% | 2.95% | 2.65% | … | … |
Data as of 07/11/2016, Common starting date is 10/19/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SUGBX (U.S. INTERMEDIATE BOND B) | 10/19/1993 | 07/11/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 3.30 | 3.19 | 2.88 | 2.95 | 2.65 | … | … | 0.00 | -1.14 | 3.77 | -0.95 | 3.58 | 4.34 | 2.98 | 7.18 | -15.88 | -2.19 | -0.87 | -2.74 | -1.25 | -1.64 | 3.61 | 1.29 | 3.10 | -8.89 | 3.12 | 1.91 | -5.23 | 14.25 | -12.47 | -9.80 |
| Sharpe Ratio | NA | 0.00 | -13.59 | -9.85 | -5.35 | NA | NA | … | … | 0.00 | -12.79 | -8.56 | -6.58 | -7.28 | -2.31 | -4.34 | -2.34 | -6.21 | -6.24 | -7.07 | -7.59 | -4.91 | -4.23 | -3.78 | -3.90 | -15.27 | 3.32 | 7.82 | -10.89 | -0.58 | -8.02 | -1.90 | -0.45 |
| Standard Deviation(%) | NA | 0.30 | 1.66 | 2.09 | 3.83 | NA | NA | … | … | NA | 1.54 | 1.72 | 2.96 | 2.08 | 6.14 | 3.60 | 4.89 | 5.69 | 3.90 | 3.29 | 3.13 | 4.24 | 4.95 | 4.27 | 5.20 | 4.29 | 4.86 | 4.66 | 4.10 | 5.34 | 5.96 | 5.66 | 15.27 |
| Draw Down(%) | NA | 0.00 | 2.26 | 4.26 | 20.13 | NA | NA | … | … | 0.00 | 2.10 | 1.08 | 4.26 | 1.08 | 3.36 | 3.27 | 5.38 | 17.62 | 4.11 | 4.31 | 4.18 | 5.51 | 6.35 | 2.73 | 4.70 | 3.51 | 9.07 | 3.74 | 3.57 | 7.82 | 3.34 | 14.26 | 9.80 |
| Yield(%) | 0.00 | 0.00 | 2.38 | 2.31 | 2.60 | 2.97 | 2.64 | … | … | 0.00 | 2.02 | 3.02 | 3.35 | 1.90 | 1.98 | 1.96 | 2.59 | 4.10 | 3.82 | 3.64 | 3.25 | 3.77 | 3.60 | 4.70 | 4.90 | 5.50 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/11/2016, Common starting date is 10/19/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SUGBX (U.S. INTERMEDIATE BOND B) |
-3.43%
Nov 1993 – Nov 1996 |
-1.44%
Mar 2004 – Mar 2009 |
0.75%
Nov 1993 – Nov 2003 |
0.15%
Nov 1993 – Nov 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SUGBX (U.S. INTERMEDIATE BOND B) |
8.96%
May 2000 – May 2003 |
6.35%
Mar 2009 – Mar 2014 |
3.14%
Dec 1994 – Dec 2004 |
3.80%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart