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SIBLX: Sentinel Balanced I (MUTUAL FUND)
Basic Info 23.03 0.28(1.20%) October 26
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 08/29/2007 |
| Last Dividend Date: | 06/26/2020 |
| 12-Mo. Yield | 5.94% |
| Expenses | 1.08% |
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Performance Analytics (As of 10/23/2020)
Not up-to-date? Try| Last 1 Week* | YTD*(2020) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.6 | 9.8 | 15.4 | 11.0 | 10.2 | 9.7 | 7.5 | 23.3 | -2.5 | 16.0 | 7.7 | 0.0 | 7.2 | 19.4 | 11.6 | 3.5 | 12.9 | 20.7 | -23.9 | 1.8 |
| SR | NA | 0.61 | 0.83 | 0.75 | 0.83 | 0.88 | 0.55 | 2.93 | -0.36 | 3.7 | 0.93 | 0.0 | 0.99 | 2.7 | 1.38 | 0.23 | 1.07 | 1.23 | -1.01 | 0.27 |
| DD(%) | NA | 22.0 | 22.0 | 22.0 | 22.0 | 22.0 | 36.6 | 3.5 | 11.7 | 1.6 | 5.5 | 7.7 | 5.8 | 4.0 | 7.1 | 12.9 | 9.6 | 16.8 | 32.2 | 5.8 |
| SD(%) | NA | 22.2 | 20.1 | 13.8 | 11.6 | 10.8 | 13.0 | 7.5 | 10.8 | 4.2 | 8.0 | 9.6 | 7.2 | 7.2 | 8.4 | 15.5 | 11.9 | 16.8 | 24.4 | 11.3 |
| TR | NA | 0.14 | 0.17 | 0.6 | 0.5 | 0.34 | 0.17 | 6.44 | -0.04 | 0.16 | 0.07 | 0.0 | 0.07 | 0.19 | 0.1 | 0.03 | 0.11 | 0.21 | -0.24 | 0.03 |
| Alpha(%) | NA | 0.01 | 0.01 | 0.03 | 0.03 | 0.03 | 0.02 | 0.07 | 0.0 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 |
| Beta(%) | NA | 0.98 | 0.98 | 0.17 | 0.19 | 0.28 | 0.43 | 0.03 | 1.08 | 0.98 | 1.01 | 1.09 | 1.04 | 1.02 | 1.13 | 1.13 | 1.12 | 1.0 | 1.03 | 1.07 |
| RS | NA | 0.99 | 0.99 | 0.18 | 0.2 | 0.27 | 0.41 | 0.06 | 0.97 | 0.89 | 0.96 | 0.97 | 0.92 | 0.95 | 0.95 | 0.98 | 0.98 | 0.98 | 0.98 | 0.97 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/29/2007
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Moderate Allocation Asset Class Trend Rankings |
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- IRONX (Ironclad Managed Risk) 0.57% (98%)
- SIBLX (Sentinel Balanced I) 1.20% (98%)
Best ETFs
* Day change on 10/26/2020.Best Closed End Funds
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