Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SAGWX (SENTINEL SMALL COMPANY FUND CLASS A) | -2.84% | 1.56% | 9.11% | 7.41% | 5.42% | 8.86% | 7.57% | 9.41% |
Data as of 06/20/2025, AR inception is 12/21/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAGWX (SENTINEL SMALL COMPANY FUND CLASS A) | 12/21/1995 | 06/20/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.17 | 1.56 | 9.11 | 7.41 | 5.42 | 8.86 | 7.57 | 9.41 | -2.84 | 7.35 | 15.53 | -16.87 | 2.83 | 17.46 | 21.54 | -8.42 | 17.33 | 19.26 | -1.28 | 6.36 | 34.95 | 11.19 | 2.90 | 23.02 | 27.27 | -32.28 | 8.29 | 15.47 | 7.91 | 16.07 | 40.15 | -12.42 | 4.79 | 37.38 | 15.11 | 7.18 | 21.20 | 21.31 | -16.49 |
| Sharpe Ratio | NA | -0.08 | 0.32 | 0.24 | 0.19 | NA | NA | 0.37 | -0.32 | 0.04 | 0.69 | -0.71 | 0.10 | 0.43 | 1.28 | -0.59 | 1.66 | 1.12 | -0.08 | 0.48 | 2.86 | 0.76 | 0.10 | 1.23 | 1.00 | -0.85 | 0.31 | 0.82 | 0.43 | 1.17 | 2.86 | -0.66 | 0.12 | 1.52 | 1.01 | 0.22 | 1.58 | 1.93 | NA |
| Standard Deviation(%) | NA | 22.18 | 19.92 | 22.39 | 22.24 | NA | NA | 20.44 | 25.66 | 17.11 | 16.59 | 25.94 | 26.76 | 40.24 | 15.72 | 16.44 | 10.08 | 16.96 | 15.49 | 13.25 | 12.22 | 14.79 | 27.39 | 18.59 | 27.15 | 38.86 | 17.24 | 14.91 | 13.34 | 12.94 | 13.82 | 20.50 | 21.47 | 21.96 | 11.73 | 17.21 | 11.13 | 9.14 | NA |
| Draw Down(%) | NA | 26.76 | 26.76 | 39.00 | 42.52 | NA | NA | 51.87 | 22.05 | 11.82 | 13.04 | 25.51 | 23.68 | 41.75 | 11.11 | 24.63 | 5.26 | 13.12 | 15.24 | 12.64 | 5.39 | 10.96 | 24.33 | 14.17 | 25.15 | 45.14 | 10.06 | 14.11 | 8.19 | 9.76 | 9.23 | 29.35 | 22.17 | 10.65 | 11.87 | 27.73 | 7.50 | 8.89 | NA |
| Yield(%) | 0.00 | 0.17 | 0.07 | 0.05 | 4.61 | 8.71 | 7.36 | 10.34 | 0.00 | 0.18 | 0.00 | 0.00 | 0.00 | 0.00 | 6.79 | 11.82 | 9.67 | 9.75 | 17.28 | 27.00 | 25.96 | 22.78 | 8.82 | 0.00 | 0.00 | 0.00 | 10.95 | 12.95 | 9.61 | 7.14 | 3.13 | 1.95 | 0.93 | 32.56 | 13.60 | 10.87 | 14.54 | 1.06 | 0.49 |
Data as of 06/20/2025, AR inception is 12/21/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAGWX (SENTINEL SMALL COMPANY FUND CLASS A) |
-12.84%
Feb 2006 - Feb 2009 |
-3.02%
Feb 2004 - Feb 2009 |
5.22%
Mar 2015 - Mar 2025 |
6.09%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAGWX (SENTINEL SMALL COMPANY FUND CLASS A) |
28.03%
Feb 2009 - Feb 2012 |
23.80%
Feb 2009 - Feb 2014 |
16.25%
Feb 2009 - Feb 2019 |
12.49%
Feb 1999 - Feb 2014 |
Annualized Rolling Returns Comparison Chart