Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBACX (SENTINEL BALANCED FUND CLASS C) | 3.34% | 14.61% | 11.77% | 5.47% | 8.09% | 7.74% | 6.80% | … | … |
Data as of 06/04/2026, Common starting date is 06/22/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBACX (SENTINEL BALANCED FUND CLASS C) | 06/22/1998 | 06/04/2026 |
| 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.13 | 14.61 | 11.77 | 5.47 | 8.09 | 7.74 | 6.80 | … | … | 3.34 | 12.71 | 12.19 | 17.29 | -16.77 | 10.49 | 10.33 | 22.05 | -3.47 | 14.79 | 6.76 | -1.03 | 6.06 | 18.17 | 10.69 | 2.71 | 11.88 | 20.05 | -24.61 | 6.92 | 10.67 | 4.38 | 6.71 | 20.44 | -11.39 | -10.76 | -3.44 | -5.59 | -2.68 |
| Sharpe Ratio | NA | 1.58 | 0.95 | 0.27 | 0.56 | NA | NA | … | … | 0.60 | 0.86 | 1.06 | 1.57 | -1.10 | 1.19 | 0.46 | 2.78 | -0.45 | 3.40 | 0.81 | -0.11 | 0.84 | 2.53 | 1.27 | 0.17 | 0.99 | 1.19 | -1.05 | 0.38 | 1.07 | 0.34 | 0.86 | 1.87 | -0.98 | -1.04 | -0.55 | -0.78 | -0.54 |
| Standard Deviation(%) | NA | 8.27 | 9.57 | 11.20 | 11.62 | NA | NA | … | … | 9.85 | 11.48 | 8.09 | 8.74 | 16.56 | 8.76 | 21.63 | 7.40 | 10.77 | 4.17 | 8.06 | 9.66 | 7.21 | 7.17 | 8.43 | 15.52 | 11.91 | 16.71 | 24.35 | 10.03 | 6.80 | 6.29 | 6.63 | 10.53 | 12.73 | 12.89 | 14.00 | 11.52 | 15.33 |
| Draw Down(%) | NA | 8.42 | 11.69 | 24.08 | 24.08 | NA | NA | … | … | 8.42 | 11.69 | 4.02 | 8.31 | 21.84 | 5.36 | 22.10 | 3.58 | 11.99 | 1.67 | 5.59 | 8.01 | 5.86 | 4.16 | 7.24 | 13.16 | 9.77 | 16.92 | 32.60 | 5.91 | 5.60 | 4.21 | 4.56 | 9.10 | 20.15 | 16.11 | 10.64 | 11.67 | 10.53 |
| Yield(%) | 0.00 | 4.52 | 2.45 | 1.43 | 3.61 | 4.39 | 4.23 | … | … | 0.12 | 4.63 | 1.20 | 0.63 | 0.18 | 0.00 | 0.34 | 12.95 | 5.59 | 5.67 | 1.33 | 4.79 | 5.20 | 4.80 | 4.96 | 5.41 | 2.27 | 0.96 | 1.08 | 7.48 | 3.91 | 3.29 | 6.09 | 2.89 | 0.32 | 0.00 | 0.58 | 1.75 | 1.18 |
Data as of 06/04/2026, Common starting date is 06/22/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBACX (SENTINEL BALANCED FUND CLASS C) |
-10.89%
Oct 1999 – Oct 2002 |
-5.47%
Jul 1998 – Jul 2003 |
-2.38%
Feb 1999 – Feb 2009 |
2.42%
Jul 1998 – Jul 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBACX (SENTINEL BALANCED FUND CLASS C) |
18.04%
Feb 2009 – Feb 2012 |
15.13%
Feb 2009 – Feb 2014 |
10.41%
Feb 2009 – Feb 2019 |
9.21%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart