Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SABIX (AGGRESSIVE BALANCED ALLOCATION PORTFOLIO CLASS I) | 6.69% | 17.00% | 14.44% | 7.62% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/02/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SABIX (AGGRESSIVE BALANCED ALLOCATION PORTFOLIO CLASS I) | 01/02/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.54 | 17.00 | 14.44 | 7.62 | NA | NA | NA | … | … | 6.69 | 13.02 | 12.48 | 15.21 | -11.36 | 14.93 | 9.53 | 18.69 | -6.96 |
| Sharpe Ratio | NA | 1.38 | 0.99 | 0.40 | NA | NA | NA | … | … | 1.01 | 0.75 | 0.87 | 1.23 | -0.77 | 1.44 | 0.37 | 1.92 | -0.77 |
| Standard Deviation(%) | NA | 10.29 | 11.41 | 12.43 | NA | NA | NA | … | … | 12.15 | 13.55 | 10.19 | 9.46 | 16.73 | 10.32 | 25.04 | 8.97 | 10.94 |
| Draw Down(%) | NA | 7.87 | 14.58 | 17.20 | NA | NA | NA | … | … | 7.87 | 14.04 | 5.98 | 7.26 | 16.97 | 4.90 | 25.38 | 4.89 | 14.55 |
| Yield(%) | 0.00 | 9.82 | 6.18 | 5.99 | 4.53 | 3.02 | 2.27 | … | … | 0.00 | 10.12 | 3.43 | 3.17 | 5.89 | 10.16 | 1.94 | 4.25 | 2.77 |
Data as of 06/05/2026, Common starting date is 01/02/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SABIX (AGGRESSIVE BALANCED ALLOCATION PORTFOLIO CLASS I) |
3.53%
Apr 2021 – Apr 2024 |
4.40%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SABIX (AGGRESSIVE BALANCED ALLOCATION PORTFOLIO CLASS I) |
15.18%
Sep 2022 – Sep 2025 |
11.54%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart