Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SDBAX (SiM Dynamic Allocation Balanced Inc A) | NA | 13.53% | NA | NA | NA | NA | NA | … | … |
Data as of 11/21/2012, Common starting date is 06/23/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SDBAX (SiM Dynamic Allocation Balanced Inc A) | 06/23/2011 | 11/21/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 13.53 | NA | NA | NA | NA | NA | … | … | 9.83 | -4.42 |
| Sharpe Ratio | NA | 1.44 | NA | NA | NA | NA | NA | … | … | 1.38 | -0.37 |
| Standard Deviation(%) | NA | 9.34 | NA | NA | NA | NA | NA | … | … | 8.04 | 22.38 |
| Draw Down(%) | NA | 6.47 | NA | NA | NA | NA | NA | … | … | 6.47 | 16.34 |
| Yield(%) | 0.00 | 1.12 | 0.35 | 0.21 | 0.10 | 0.07 | 0.05 | … | … | 1.07 | 0.00 |
Data as of 11/21/2012, Common starting date is 06/23/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SDBAX (SiM Dynamic Allocation Balanced Inc A) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SDBAX (SiM Dynamic Allocation Balanced Inc A) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart