Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCVBX (SMALL COMPANY VALUE FUND CLASS B) | NA | -11.09% | 4.09% | 5.35% | 3.00% | NA | NA | … | … |
Data as of 02/08/2016, Common starting date is 02/07/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCVBX (SMALL COMPANY VALUE FUND CLASS B) | 02/07/2002 | 02/08/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -11.09 | 4.09 | 5.35 | 3.00 | NA | NA | … | … | -4.76 | -7.73 | 3.11 | 35.20 | 17.01 | -5.00 | 25.67 | 43.70 | -40.05 | -24.78 | 4.18 | -0.35 | 15.08 | 36.79 | -6.82 |
| Sharpe Ratio | NA | -0.78 | 0.27 | 0.26 | 0.01 | NA | NA | … | … | -3.83 | -0.48 | 0.21 | 2.38 | 0.97 | -0.15 | 1.03 | 0.99 | -0.79 | -1.10 | 0.05 | -0.15 | 0.90 | 2.04 | -0.34 |
| Standard Deviation(%) | NA | 15.33 | 15.26 | 20.49 | 29.19 | NA | NA | … | … | 10.19 | 16.19 | 14.72 | 14.78 | 17.55 | 32.81 | 24.82 | 43.83 | 51.69 | 25.28 | 16.18 | 16.37 | 15.70 | 17.68 | 25.13 |
| Draw Down(%) | NA | 17.78 | 17.78 | 30.39 | 74.05 | NA | NA | … | … | 4.76 | 15.06 | 13.63 | 6.83 | 13.95 | 30.39 | 19.73 | 40.56 | 56.93 | 32.53 | 12.78 | 10.39 | 10.28 | 16.74 | 37.47 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 1.75 | 3.61 | 2.71 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 9.95 | 7.95 | 9.28 | 7.00 | 5.13 | 0.00 |
Data as of 02/08/2016, Common starting date is 02/07/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCVBX (SMALL COMPANY VALUE FUND CLASS B) |
-26.77%
Feb 2006 – Feb 2009 |
-11.64%
Feb 2004 – Feb 2009 |
2.89%
Jan 2006 – Jan 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCVBX (SMALL COMPANY VALUE FUND CLASS B) |
38.81%
Feb 2009 – Feb 2012 |
29.99%
Feb 2009 – Feb 2014 |
10.18%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart