Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBOOX (Sanford C. Bernstein Fund Inc. – Overlay B Portfolio) | 4.24% | 7.36% | 7.40% | 1.87% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/30/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBOOX (Sanford C. Bernstein Fund Inc. – Overlay B Portfolio) | 04/30/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.36 | 7.40 | 1.87 | NA | NA | NA | … | … | 4.24 | 7.30 | 5.77 | 8.09 | -16.06 | 4.01 |
| Sharpe Ratio | NA | 0.82 | 0.67 | -0.08 | NA | NA | NA | … | … | 1.32 | 0.68 | 0.33 | 0.64 | -2.42 | 1.32 |
| Standard Deviation(%) | NA | 6.58 | 6.75 | 6.56 | NA | NA | NA | … | … | 6.40 | 6.67 | 6.43 | 7.01 | 7.24 | 4.52 |
| Draw Down(%) | NA | 5.56 | 7.48 | 19.37 | NA | NA | NA | … | … | 4.42 | 4.86 | 3.57 | 7.48 | 18.84 | 2.46 |
| Yield(%) | 0.00 | 0.00 | 2.65 | 4.49 | 2.28 | 1.52 | 1.14 | … | … | 0.00 | 0.00 | 5.22 | 2.71 | 2.83 | 14.28 |
Data as of 06/04/2026, Common starting date is 04/30/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBOOX (Sanford C. Bernstein Fund Inc. – Overlay B Portfolio) |
-1.66%
May 2021 – May 2024 |
2.01%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBOOX (Sanford C. Bernstein Fund Inc. – Overlay B Portfolio) |
9.01%
Oct 2022 – Oct 2025 |
2.01%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart