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SICWX: Sentinel Common Stock I (MUTUAL FUND)
Basic Info 62.89 0.43(0.69%) March 18
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | (60%) |
Start Date: | 05/11/2007 |
Last Dividend Date: | 12/27/2023 |
12-Mo. Yield | 0.35% |
Expenses | 0.70% |
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Performance Analytics (As of 03/15/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 05/11/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.9 | 6.3 | 27.8 | 8.3 | 14.7 | 13.1 | 15.2 | 9.7 | 25.4 | -17.3 | 25.6 | 24.2 | 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 | 2.52 | 2.3 | 0.35 | 0.62 | 0.69 | NA | 0.45 | 1.73 | -0.79 | 1.97 | 0.7 | 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 | 1.7 | 9.7 | 24.3 | 31.5 | 31.5 | NA | 54.2 | 9.7 | 24.3 | 6.3 | 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 | 10.5 | 11.2 | 16.8 | 20.9 | 17.4 | NA | 19.7 | 12.3 | 23.7 | 13.0 | 34.0 | 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 | 0.31 | 0.29 | 0.06 | 0.14 | 0.12 | NA | 0.09 | 0.24 | -0.2 | 0.28 | 0.25 | 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 | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.01 | 0.0 | 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 | 0.85 | 0.88 | 0.93 | 0.96 | 0.96 | NA | 0.95 | 0.89 | 0.95 | 0.92 | 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 | 0.89 | 0.91 | 0.96 | 0.97 | 0.97 | NA | 0.98 | 0.93 | 0.98 | 0.91 | 0.99 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/11/2007
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