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SICWX: SENTINEL COMMON STOCK FUND CLASS I (MUTUAL FUND)
Basic Info 70.5 2.62(3.86%) May 12
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (59%) |
| Start Date: | 05/11/2007 |
| Last Dividend Date: | 12/27/2023 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.70% |
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Performance Analytics (As of 05/09/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 05/11/2007 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 4.0 | -0.3 | 10.4 | 11.8 | 12.9 | 11.4 | 12.1 | 9.0 | 19.5 | 25.2 | -18.4 | 17.7 | 17.7 | 30.6 | -2.4 | 23.5 | 11.6 | 0.9 | 10.6 | 31.0 | 14.9 | 1.8 | 15.0 | 29.4 | -35.2 | -4.1 |
| Sharpe Ratio | NA | -0.51 | 0.0 | 0.41 | 0.5 | 0.49 | NA | 0.39 | 1.09 | 1.72 | -0.84 | 1.2 | 0.5 | 2.3 | -0.22 | 3.59 | 0.89 | 0.06 | 0.96 | 2.87 | 1.18 | 0.08 | 0.87 | 1.13 | -0.94 | -0.48 |
| Draw Down(%) | NA | 18.8 | 18.8 | 18.8 | 28.9 | 31.5 | NA | 54.2 | 6.8 | 9.7 | 24.3 | 10.4 | 31.5 | 7.1 | 17.9 | 2.6 | 9.0 | 11.5 | 8.5 | 4.6 | 10.9 | 19.0 | 14.3 | 24.4 | 44.6 | 11.3 |
| Standard Deviation(%) | NA | 27.4 | 19.0 | 17.5 | 18.1 | 18.3 | NA | 19.7 | 11.8 | 12.3 | 23.7 | 14.7 | 34.4 | 12.7 | 17.0 | 6.4 | 12.8 | 15.3 | 11.0 | 10.8 | 12.7 | 22.7 | 17.1 | 25.8 | 38.2 | 18.9 |
| Treynor Ratio | NA | -0.14 | 0.0 | 0.08 | 0.09 | 0.09 | NA | 0.08 | 0.15 | 0.23 | -0.21 | 0.18 | 0.18 | 0.29 | -0.04 | 0.25 | 0.12 | 0.01 | 0.11 | 0.32 | 0.15 | 0.02 | 0.16 | 0.31 | -0.39 | -0.09 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | NA | 0.0 | -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 | 0.0 | -0.02 |
| Beta | NA | 0.99 | 0.96 | 0.94 | 0.96 | 0.96 | NA | 0.95 | 0.88 | 0.91 | 0.95 | 0.96 | 0.97 | 1.0 | 0.99 | 0.93 | 0.96 | 0.98 | 0.93 | 0.96 | 0.97 | 0.96 | 0.94 | 0.94 | 0.93 | 0.97 |
| RSquared | NA | 0.98 | 0.97 | 0.96 | 0.92 | 0.96 | NA | 0.97 | 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 | 0.85 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.4 | 0.5 | 5.8 | 8.1 | N/A | 0.0 | 1.0 | 0.3 | 0.3 | 0.4 | 14.2 | 10.9 | 18.7 | 8.0 | 9.2 | 11.6 | 5.1 | 5.0 | 2.7 | 1.3 | 1.4 | 1.2 | 0.0 |
| Dividend Growth(%) | N/A | N/A | -100.0 | -88.2 | -96.0 | N/A | N/A | N/A | -100.0 | 210.7 | -3.6 | 2.5 | -96.9 | 12.9 | -39.2 | 147.5 | -21.3 | -20.9 | 176.5 | 13.4 | 87.4 | 127.6 | 16.8 | -22.2 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/11/2007
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See LARGE BLEND Asset Class Trend Rankings |
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