Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBBIX (SCHRODER TOTAL RETURN FIXED INCOME FUND SCHRODER TOTAL RETURN FIXED INCOME FUND – INVESTOR CLASS) | NA | 7.79% | 5.38% | 4.45% | 3.97% | 4.77% | NA | … | … |
Data as of 12/11/2020, Common starting date is 01/25/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBBIX (SCHRODER TOTAL RETURN FIXED INCOME FUND SCHRODER TOTAL RETURN FIXED INCOME FUND – INVESTOR CLASS) | 01/25/2005 | 12/11/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.79 | 5.38 | 4.45 | 3.97 | 4.77 | NA | … | … | 7.86 | 9.42 | -1.21 | 4.39 | 3.09 | -1.35 | 5.61 | -1.98 | 6.79 | 7.29 | 6.43 | 8.00 | 6.71 | 6.29 | 3.98 | 2.12 |
| Sharpe Ratio | NA | 1.44 | 1.11 | 1.03 | 1.05 | NA | NA | … | … | 1.52 | 2.30 | -0.94 | 1.46 | 0.88 | -0.41 | 2.31 | -0.59 | 2.65 | 1.91 | 1.72 | 1.79 | 0.88 | 0.86 | 0.20 | 0.02 |
| Standard Deviation(%) | NA | 5.21 | 3.94 | 3.59 | 3.40 | NA | NA | … | … | 5.29 | 3.48 | 2.70 | 2.59 | 3.27 | 3.39 | 2.42 | 3.42 | 2.56 | 3.80 | 3.69 | 4.41 | 6.53 | 3.81 | 3.34 | 3.27 |
| Draw Down(%) | NA | 8.86 | 8.86 | 8.86 | 8.86 | NA | NA | … | … | 8.86 | 2.06 | 3.11 | 1.32 | 4.11 | 3.55 | 1.36 | 6.04 | 1.15 | 1.72 | 3.06 | 1.87 | 4.15 | 2.33 | 2.16 | 2.54 |
| Yield(%) | 0.00 | 1.36 | 2.56 | 2.68 | 3.42 | 4.20 | 3.23 | … | … | 1.13 | 3.18 | 3.22 | 2.81 | 2.90 | 3.03 | 2.63 | 2.22 | 6.55 | 4.25 | 8.65 | 4.84 | 6.09 | 5.07 | 4.84 | 3.59 |
Data as of 12/11/2020, Common starting date is 01/25/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBBIX (SCHRODER TOTAL RETURN FIXED INCOME FUND SCHRODER TOTAL RETURN FIXED INCOME FUND – INVESTOR CLASS) |
0.70%
Dec 2012 – Dec 2015 |
1.09%
Apr 2013 – Apr 2018 |
3.64%
Dec 2008 – Dec 2018 |
4.44%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBBIX (SCHRODER TOTAL RETURN FIXED INCOME FUND SCHRODER TOTAL RETURN FIXED INCOME FUND – INVESTOR CLASS) |
9.29%
Oct 2008 – Oct 2011 |
7.62%
Jul 2007 – Jul 2012 |
5.30%
Mar 2005 – Mar 2015 |
4.80%
Oct 2005 – Oct 2020 |
Annualized Rolling Returns Comparison Chart