Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SDEAX (SIM DYNAMIC ALLOCATION EQUITY INCOME FUND CLASS A) | NA | 2.01% | 10.93% | NA | NA | NA | NA | … | … |
Data as of 11/27/2015, Common starting date is 06/23/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SDEAX (SIM DYNAMIC ALLOCATION EQUITY INCOME FUND CLASS A) | 06/23/2011 | 11/27/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.01 | 10.93 | NA | NA | NA | NA | … | … | -39.53 | 6.21 | 13.21 | 11.44 | -4.93 |
| Sharpe Ratio | NA | -0.29 | 1.15 | NA | NA | NA | NA | … | … | -0.76 | 0.61 | 1.18 | 1.04 | -0.34 |
| Standard Deviation(%) | NA | 140.90 | 9.46 | NA | NA | NA | NA | … | … | 56.23 | 10.24 | 11.17 | 11.09 | 26.99 |
| Draw Down(%) | NA | 42.35 | 42.35 | NA | NA | NA | NA | … | … | 42.35 | 7.14 | 7.78 | 8.56 | 18.65 |
| Yield(%) | 0.00 | 43.22 | 20.68 | 13.10 | 6.55 | 4.37 | 3.27 | … | … | 42.37 | 2.19 | 5.70 | 2.86 | 0.00 |
Data as of 11/27/2015, 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 |
|---|---|---|---|---|
| SDEAX (SIM DYNAMIC ALLOCATION EQUITY INCOME FUND CLASS A) |
10.20%
Sep 2012 – Sep 2015 |
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 |
|---|---|---|---|---|
| SDEAX (SIM DYNAMIC ALLOCATION EQUITY INCOME FUND CLASS A) |
15.48%
Sep 2011 – Sep 2014 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart