Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBMBX (ENERGY & BASIC MATERIALS PORTFOLIO ENERGY & BASIC MATERIALS CLASS A) | NA | 5.05% | 1.89% | 9.24% | 2.83% | -0.95% | 0.36% | … | … |
Data as of 12/31/2025, Common starting date is 12/22/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBMBX (ENERGY & BASIC MATERIALS PORTFOLIO ENERGY & BASIC MATERIALS CLASS A) | 12/22/1997 | 12/31/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.05 | 1.89 | 9.24 | 2.83 | -0.95 | 0.36 | … | … | 5.05 | -7.24 | 6.28 | 19.60 | 25.59 | -19.21 | -0.96 | -18.00 | 8.44 | 19.45 | -23.99 | -20.39 | 24.65 | -2.03 | -11.22 | 24.03 | 42.33 | -48.08 | 33.17 | 5.51 | 38.42 | 28.54 | 18.79 | -5.83 | -13.04 | 25.03 | 38.54 | -19.22 | 2.94 |
| Sharpe Ratio | NA | 0.11 | -0.12 | 0.32 | 0.05 | NA | NA | … | … | 0.11 | -0.74 | 0.14 | 0.63 | 1.15 | -0.40 | -0.13 | -0.91 | 0.62 | 0.79 | -0.93 | -0.97 | 1.68 | -0.11 | -0.32 | 0.84 | 1.12 | -0.88 | 1.31 | 0.08 | 1.65 | 1.48 | 1.26 | -0.30 | -0.52 | 0.81 | 1.81 | -1.12 | 23.11 |
| Standard Deviation(%) | NA | 20.46 | 18.14 | 21.59 | 24.86 | NA | NA | … | … | 20.46 | 14.66 | 18.87 | 29.19 | 22.24 | 47.92 | 18.55 | 21.31 | 12.67 | 24.26 | 25.92 | 21.14 | 14.67 | 19.17 | 35.59 | 28.66 | 37.68 | 55.67 | 23.04 | 26.47 | 21.98 | 18.59 | 14.37 | 23.09 | 30.42 | 25.80 | 19.44 | 20.26 | 10.11 |
| Draw Down(%) | NA | 18.58 | 25.34 | 26.66 | 65.48 | NA | NA | … | … | 18.58 | 16.30 | 15.37 | 26.66 | 13.10 | 53.42 | 25.90 | 29.46 | 11.86 | 16.70 | 34.94 | 35.41 | 8.54 | 23.05 | 38.17 | 27.52 | 24.81 | 62.94 | 16.00 | 27.22 | 15.10 | 11.18 | 10.89 | 30.26 | 42.14 | 23.88 | 12.42 | 35.23 | 0.62 |
| Yield(%) | 0.00 | 2.20 | 1.44 | 2.21 | 1.04 | 0.45 | 3.07 | … | … | 2.18 | 1.97 | 0.00 | 3.17 | 0.93 | 1.05 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 19.72 | 38.56 | 3.09 | 0.00 | 0.00 | 0.00 | 0.00 | 8.65 | 8.04 | 0.00 | 2.53 | 0.22 |
Data as of 12/31/2025, Common starting date is 12/22/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBMBX (ENERGY & BASIC MATERIALS PORTFOLIO ENERGY & BASIC MATERIALS CLASS A) |
-20.13%
Mar 2017 – Mar 2020 |
-14.98%
Mar 2015 – Mar 2020 |
-7.66%
Mar 2010 – Mar 2020 |
-3.35%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBMBX (ENERGY & BASIC MATERIALS PORTFOLIO ENERGY & BASIC MATERIALS CLASS A) |
37.96%
Apr 2003 – Apr 2006 |
26.76%
Jun 2003 – Jun 2008 |
16.08%
Aug 1998 – Aug 2008 |
10.26%
Feb 1999 – Feb 2014 |
Annualized Rolling Returns Comparison Chart