Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SVBCX (BALANCED FUND CLASS C) | 7.78% | 20.66% | 15.07% | 7.43% | 8.88% | 8.25% | 7.69% | … | … |
Data as of 06/05/2026, Common starting date is 06/21/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SVBCX (BALANCED FUND CLASS C) | 06/21/1999 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.31 | 20.66 | 15.07 | 7.43 | 8.88 | 8.25 | 7.69 | … | … | 7.78 | 14.88 | 12.51 | 17.42 | -16.38 | 11.79 | 14.88 | 20.42 | -5.70 | 13.10 | 7.33 | -2.60 | 7.49 | 18.65 | 14.52 | -3.88 | 10.41 | 23.38 | -25.95 | 22.61 | 12.96 | 12.79 | 6.05 | 17.41 | -18.71 | -5.49 | -5.58 | -0.82 |
| Sharpe Ratio | NA | 2.12 | 1.20 | 0.45 | 0.67 | NA | NA | … | … | 1.65 | 1.07 | 1.00 | 1.59 | -1.16 | 1.53 | 0.81 | 2.47 | -0.64 | 2.67 | 0.82 | -0.29 | 1.09 | 2.48 | 1.69 | -0.26 | 0.97 | 1.43 | -1.03 | 1.84 | 1.25 | 1.50 | 0.68 | 1.56 | -1.19 | -0.61 | -0.70 | -0.45 |
| Standard Deviation(%) | NA | 8.49 | 9.83 | 10.88 | 10.86 | NA | NA | … | … | 10.03 | 11.28 | 8.89 | 8.73 | 15.41 | 7.71 | 17.98 | 7.67 | 11.02 | 4.68 | 8.63 | 9.04 | 6.89 | 7.50 | 8.64 | 15.18 | 10.64 | 16.30 | 26.04 | 10.63 | 7.65 | 7.01 | 7.45 | 10.67 | 16.75 | 13.16 | 14.10 | 11.07 |
| Draw Down(%) | NA | 5.73 | 12.17 | 21.67 | 21.67 | NA | NA | … | … | 5.73 | 12.17 | 5.70 | 6.91 | 20.84 | 3.56 | 21.08 | 4.60 | 13.68 | 1.86 | 7.39 | 9.09 | 5.05 | 5.61 | 7.43 | 16.50 | 9.71 | 13.62 | 40.96 | 6.56 | 5.20 | 4.74 | 6.11 | 7.46 | 26.95 | 17.17 | 13.31 | 8.63 |
| Yield(%) | 0.00 | 11.65 | 6.22 | 3.71 | 4.11 | 4.59 | 4.77 | … | … | 0.00 | 12.07 | 3.33 | 0.98 | 0.71 | 0.44 | 0.78 | 1.81 | 6.38 | 3.60 | 1.10 | 4.02 | 4.55 | 5.93 | 3.32 | 0.43 | 1.24 | 0.87 | 0.96 | 5.47 | 6.61 | 4.76 | 1.34 | 1.26 | 1.35 | 2.34 | 1.74 | 1.32 |
Data as of 06/05/2026, Common starting date is 06/21/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVBCX (BALANCED FUND CLASS C) |
-10.87%
Oct 1999 – Oct 2002 |
-3.32%
Jul 1999 – Jul 2004 |
1.83%
Jul 1999 – Jul 2009 |
4.53%
Jul 1999 – Jul 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVBCX (BALANCED FUND CLASS C) |
17.76%
Oct 2004 – Oct 2007 |
14.63%
Oct 2002 – Oct 2007 |
10.14%
Sep 2011 – Sep 2021 |
9.00%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart