Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBCCX (MODERATELY CONSERVATIVE BALANCED ALLOCATION PORTFOLIO CLASS C) | 4.59% | 12.57% | 11.23% | 5.60% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/02/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBCCX (MODERATELY CONSERVATIVE BALANCED ALLOCATION PORTFOLIO CLASS C) | 01/02/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.63 | 12.57 | 11.23 | 5.60 | NA | NA | NA | … | … | 4.59 | 10.87 | 9.88 | 11.77 | -10.69 | 10.68 | 8.03 | 16.05 | -7.57 |
| Sharpe Ratio | NA | 1.20 | 0.88 | 0.30 | NA | NA | NA | … | … | 0.75 | 0.76 | 0.73 | 1.12 | -0.94 | 1.30 | 0.42 | 2.12 | -0.91 |
| Standard Deviation(%) | NA | 8.39 | 9.17 | 9.78 | NA | NA | NA | … | … | 9.88 | 10.61 | 8.55 | 7.29 | 12.89 | 8.21 | 18.56 | 6.87 | 9.89 |
| Draw Down(%) | NA | 6.76 | 11.68 | 15.01 | NA | NA | NA | … | … | 6.76 | 11.02 | 4.56 | 5.93 | 14.63 | 3.82 | 20.08 | 3.34 | 13.18 |
| Yield(%) | 0.00 | 10.18 | 5.23 | 5.72 | 4.02 | 2.68 | 2.01 | … | … | 0.00 | 10.49 | 3.38 | 0.00 | 6.62 | 10.75 | 1.39 | 3.33 | 2.65 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| SBCCX (MODERATELY CONSERVATIVE BALANCED ALLOCATION PORTFOLIO CLASS C) |
1.69%
Apr 2021 – Apr 2024 |
2.93%
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 |
|---|---|---|---|---|
| SBCCX (MODERATELY CONSERVATIVE BALANCED ALLOCATION PORTFOLIO CLASS C) |
11.75%
Sep 2022 – Sep 2025 |
8.34%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart