Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBHIX (HEALTH & BIOTCHNOLOGY PORTFOLIO HEALTH & BIOTECHNOLOGY PORTFOLIO CLASS I) | 0.39% | 16.96% | 7.93% | 5.74% | 5.82% | 8.84% | 8.64% | … | … |
Data as of 06/04/2026, Common starting date is 01/28/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBHIX (HEALTH & BIOTCHNOLOGY PORTFOLIO HEALTH & BIOTECHNOLOGY PORTFOLIO CLASS I) | 01/28/2003 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.35 | 16.96 | 7.93 | 5.74 | 5.82 | 8.84 | 8.64 | … | … | 0.39 | 17.91 | 0.70 | 0.03 | 2.35 | 17.17 | 3.93 | 16.62 | -4.90 | 12.22 | -1.60 | 7.37 | 20.66 | 36.71 | 13.06 | 10.67 | 9.27 | 37.00 | -20.96 | 6.43 | -5.27 | 10.42 | 5.67 | 13.91 |
| Sharpe Ratio | NA | 0.89 | 0.39 | 0.20 | 0.26 | NA | NA | … | … | -0.30 | 0.94 | -0.27 | -0.31 | 0.05 | 1.41 | 0.12 | 1.16 | -0.38 | 1.21 | -0.12 | 0.47 | 1.20 | 3.42 | 1.17 | 0.49 | 0.61 | 1.78 | -0.71 | 0.27 | -0.80 | 0.92 | 0.50 | 1.06 |
| Standard Deviation(%) | NA | 14.13 | 13.37 | 14.27 | 16.25 | NA | NA | … | … | 14.44 | 16.10 | 10.91 | 11.78 | 18.38 | 12.14 | 30.26 | 13.10 | 16.69 | 9.58 | 14.54 | 15.63 | 17.23 | 10.73 | 11.21 | 21.65 | 15.13 | 20.69 | 30.94 | 12.27 | 10.96 | 8.85 | 9.44 | 13.56 |
| Draw Down(%) | NA | 8.40 | 16.15 | 16.15 | 28.01 | NA | NA | … | … | 8.40 | 10.36 | 12.55 | 9.44 | 15.95 | 8.89 | 28.01 | 12.89 | 18.30 | 7.75 | 13.26 | 13.47 | 8.33 | 4.85 | 8.35 | 18.23 | 10.94 | 19.60 | 35.49 | 7.45 | 15.28 | 4.92 | 8.47 | 10.80 |
| Yield(%) | 0.00 | 3.41 | 3.04 | 3.53 | 6.07 | 8.91 | 9.83 | … | … | 0.00 | 3.44 | 1.10 | 4.33 | 5.23 | 3.67 | 11.09 | 4.40 | 15.52 | 15.58 | 10.44 | 9.80 | 9.72 | 7.14 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/28/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBHIX (HEALTH & BIOTCHNOLOGY PORTFOLIO HEALTH & BIOTECHNOLOGY PORTFOLIO CLASS I) |
-10.57%
Feb 2006 – Feb 2009 |
-4.05%
Feb 2004 – Feb 2009 |
3.79%
Jul 2015 – Jul 2025 |
7.80%
May 2004 – May 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBHIX (HEALTH & BIOTCHNOLOGY PORTFOLIO HEALTH & BIOTECHNOLOGY PORTFOLIO CLASS I) |
25.51%
May 2012 – May 2015 |
24.79%
Feb 2009 – Feb 2014 |
15.43%
Nov 2008 – Nov 2018 |
12.50%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart