Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SDIAX (AIG STRATEGIC BOND FUND CLASS A) | NA | 3.13% | -1.44% | 1.83% | 2.49% | 3.73% | 4.57% | … | … |
Data as of 08/29/2023, Common starting date is 11/29/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SDIAX (AIG STRATEGIC BOND FUND CLASS A) | 11/29/1993 | 08/29/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.01 | 3.13 | -1.44 | 1.83 | 2.49 | 3.73 | 4.57 | … | … | 2.75 | -9.86 | -0.01 | 7.81 | 11.44 | -4.12 | 6.50 | 7.81 | -2.73 | 3.32 | 0.31 | 12.10 | 3.59 | 11.14 | 27.57 | -15.61 | 3.93 | 7.90 | 4.61 | 12.28 | 19.21 | 4.00 | -2.67 | -1.11 | 6.90 | -6.15 | 10.39 | 33.80 | 18.84 | -6.55 | 1.12 |
| Sharpe Ratio | NA | -0.10 | -0.54 | 0.11 | 0.39 | NA | NA | … | … | -0.03 | -1.71 | -0.01 | 1.12 | 3.37 | -1.51 | 2.19 | 2.05 | -0.80 | 1.02 | 0.07 | 3.93 | 0.80 | 2.55 | 5.31 | -2.10 | 0.23 | 1.20 | 0.64 | 2.28 | 4.28 | 0.61 | -1.00 | -1.26 | 0.71 | -1.40 | 1.39 | 1.97 | 2.49 | -1.77 | 3.91 |
| Standard Deviation(%) | NA | 6.21 | 4.98 | 5.11 | 4.32 | NA | NA | … | … | 5.52 | 6.58 | 2.54 | 6.74 | 2.98 | 3.61 | 2.69 | 3.70 | 3.45 | 3.25 | 4.19 | 3.09 | 4.45 | 4.33 | 5.18 | 7.83 | 4.16 | 3.88 | 3.82 | 4.98 | 4.33 | 4.75 | 5.10 | 4.14 | 5.20 | 6.77 | 4.92 | 15.22 | 6.02 | 5.37 | 2.79 |
| Draw Down(%) | NA | 6.29 | 16.94 | 16.94 | 16.94 | NA | NA | … | … | 3.87 | 15.84 | 2.09 | 12.46 | 0.88 | 5.64 | 1.76 | 2.94 | 6.15 | 4.68 | 7.07 | 1.43 | 6.56 | 3.86 | 4.59 | 22.17 | 3.73 | 2.97 | 2.83 | 6.08 | 4.98 | 6.10 | 7.88 | 7.33 | 4.20 | 17.46 | 5.43 | 4.33 | 2.98 | 9.61 | 0.25 |
| Yield(%) | 0.00 | 4.67 | 3.34 | 3.79 | 3.70 | 4.42 | 5.08 | … | … | 2.73 | 3.49 | 2.54 | 3.50 | 4.05 | 4.32 | 3.14 | 3.70 | 4.06 | 3.92 | 4.14 | 4.45 | 5.58 | 5.98 | 7.78 | 7.50 | 5.76 | 5.11 | 5.04 | 7.02 | 5.82 | 4.49 | 8.23 | 8.82 | 10.15 | 9.21 | 8.28 | 9.92 | 9.10 | 8.35 | 0.61 |
Data as of 08/29/2023, Common starting date is 11/29/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SDIAX (AIG STRATEGIC BOND FUND CLASS A) |
-2.65%
Nov 2005 – Nov 2008 |
-1.11%
Sep 1997 – Sep 2002 |
1.42%
Oct 2012 – Oct 2022 |
3.07%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SDIAX (AIG STRATEGIC BOND FUND CLASS A) |
21.84%
Mar 1995 – Mar 1998 |
12.53%
Mar 1995 – Mar 2000 |
8.97%
Jan 1995 – Jan 2005 |
7.65%
Mar 1995 – Mar 2010 |
Annualized Rolling Returns Comparison Chart