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SENCX: SENTINEL COMMON STOCK FUND CLASS A (MUTUAL FUND)
Basic Info 75.34 0.3(0.40%) June 30
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (49%) |
| Start Date: | 05/29/1973 |
| Last Dividend Date: | 12/30/2024 |
| 12-Mo. Yield | 0.28% |
| Expenses | 0.70% |
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Performance Analytics (As of 06/20/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/29/1973 |
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 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | 1979 | 1978 | 1977 | 1976 | 1975 | 1974 | 1973 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 3.5 | 6.4 | 13.7 | 15.9 | 12.8 | 11.6 | 13.2 | 10.0 | 9.8 | 19.8 | 24.9 | -18.7 | 17.4 | 17.3 | 30.2 | -2.6 | 23.1 | 11.3 | 0.7 | 10.3 | 30.6 | 14.5 | 1.4 | 14.7 | 28.8 | -35.5 | 9.4 | 16.0 | 7.2 | 9.6 | 29.6 | -16.8 | -10.1 | 10.2 | 3.1 | 14.2 | 27.8 | 20.8 | 34.4 | -5.1 | 6.9 | 1.8 | 28.4 | -5.5 | 21.6 | 7.4 | -6.7 | 18.3 | 27.2 | 6.0 | 15.1 | 26.9 | 3.7 | 19.2 | 19.0 | 0.5 | -4.0 | 24.9 | 30.5 | -14.1 | -2.7 |
| Sharpe Ratio | NA | 0.07 | 0.37 | 0.79 | 0.54 | 0.53 | NA | NA | 0.39 | 1.12 | 1.7 | -0.85 | 1.18 | 0.49 | 2.27 | -0.23 | 3.53 | 0.86 | 0.04 | 0.93 | 2.83 | 1.15 | 0.06 | 0.85 | 1.11 | -0.95 | 0.42 | 1.25 | 0.52 | 0.84 | 1.8 | -0.88 | -0.76 | 0.37 | -0.01 | 0.61 | 1.56 | 1.61 | 4.38 | -0.85 | 0.62 | -0.06 | 1.85 | -0.73 | 1.16 | 0.15 | -0.45 | 0.96 | 2.36 | -0.04 | 0.69 | 1.18 | -0.41 | 0.58 | 0.73 | -0.41 | -0.58 | 1.58 | 1.23 | -0.75 | -0.38 |
| Draw Down(%) | NA | 18.8 | 18.8 | 18.8 | 29.1 | 31.6 | NA | NA | 51.9 | 6.8 | 9.8 | 24.4 | 10.4 | 31.6 | 7.1 | 18.0 | 2.6 | 9.1 | 11.5 | 8.5 | 4.7 | 10.9 | 19.1 | 14.4 | 24.5 | 44.8 | 9.4 | 9.0 | 6.7 | 6.6 | 14.7 | 28.8 | 23.4 | 12.9 | 13.1 | 17.6 | 8.9 | 6.1 | 2.4 | 8.3 | 4.6 | 5.5 | 5.5 | 16.4 | 7.8 | 8.4 | 30.7 | 10.1 | 7.9 | 10.0 | 7.2 | 8.3 | 11.4 | 15.6 | 12.8 | 14.0 | 11.8 | 8.8 | 16.7 | 25.5 | 17.6 |
| Standard Deviation(%) | NA | 25.1 | 19.5 | 16.8 | 17.8 | 18.4 | NA | NA | 17.0 | 11.8 | 12.3 | 23.7 | 14.7 | 34.4 | 12.7 | 16.9 | 6.4 | 12.9 | 15.3 | 11.0 | 10.8 | 12.7 | 22.7 | 17.1 | 25.9 | 38.2 | 15.5 | 10.3 | 9.8 | 10.3 | 16.0 | 20.5 | 16.7 | 16.6 | 15.0 | 17.9 | 15.5 | 10.7 | 7.0 | 9.5 | 7.8 | 9.8 | 13.2 | 14.8 | 13.7 | 18.1 | 23.6 | 14.7 | 9.3 | 15.3 | 13.0 | 16.4 | 15.3 | 18.8 | 16.3 | 10.9 | 13.3 | 13.5 | 21.4 | 25.8 | 26.0 |
| Treynor Ratio | NA | 0.02 | 0.07 | 0.14 | 0.1 | 0.1 | NA | NA | 0.07 | 0.15 | 0.23 | -0.21 | 0.18 | 0.17 | 0.29 | -0.04 | 0.24 | 0.11 | 0.01 | 0.11 | 0.32 | 0.15 | 0.01 | 0.16 | 0.3 | -0.39 | 0.07 | 0.13 | 0.05 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | NA | NA | 0.02 | -0.01 | 0.0 | 0.0 | -0.03 | -0.01 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.01 | 0.0 | 0.01 | 0.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.99 | 0.96 | 0.94 | 0.96 | 0.96 | NA | NA | 0.95 | 0.88 | 0.9 | 0.95 | 0.96 | 0.97 | 1.0 | 0.98 | 0.93 | 0.96 | 0.98 | 0.93 | 0.96 | 0.97 | 0.96 | 0.94 | 0.94 | 0.93 | 0.97 | 0.98 | 0.93 | 0.89 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.98 | 0.97 | 0.96 | 0.92 | 0.96 | NA | NA | 0.47 | 0.91 | 0.95 | 0.98 | 0.77 | 0.96 | 0.98 | 0.99 | 0.95 | 0.98 | 0.98 | 0.94 | 0.98 | 0.97 | 0.99 | 0.99 | 0.99 | 0.99 | 0.98 | 0.95 | 0.96 | 0.86 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.3 | 0.4 | 0.3 | 5.7 | 8.7 | 6.7 | N/A | 0.3 | 0.7 | 0.1 | 0.1 | 0.2 | 13.8 | 10.6 | 18.1 | 7.7 | 8.9 | 11.3 | 4.7 | 4.7 | 2.3 | 1.0 | 0.9 | 0.9 | 6.5 | 5.6 | 5.6 | 10.2 | 9.3 | 0.8 | 10.3 | 14.9 | 8.6 | 10.4 | 14.8 | 12.3 | 12.7 | 2.8 | 2.7 | 3.1 | 3.8 | 3.9 | 4.3 | 4.3 | 3.9 | 4.0 | 5.2 | 5.3 | 6.0 | 7.6 | 6.9 | 7.0 | 6.7 | 5.8 | 4.8 | 5.4 | 6.5 | 5.6 | 3.3 |
| Dividend Growth(%) | N/A | -100.0 | -44.9 | -88.6 | -96.9 | 61.3 | -20.2 | -11.8 | N/A | -44.9 | 336.4 | 67.4 | -48.9 | -98.2 | 13.2 | -38.7 | 149.5 | -21.7 | -21.3 | 190.6 | 12.6 | 100.3 | 174.5 | 26.5 | -26.5 | -86.6 | 24.6 | 4.5 | -45.7 | 28.5 | 832.9 | -93.5 | -33.5 | 61.2 | -14.9 | -19.7 | 28.3 | 18.1 | 316.4 | 7.3 | -13.2 | 1.7 | -13.1 | 9.2 | -1.8 | 0.5 | 13.7 | -6.8 | -0.9 | -2.2 | -8.5 | 5.3 | 13.4 | 14.0 | 10.5 | 9.0 | 6.1 | 0.0 | -5.0 | 63.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/29/1973
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