Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SDIBX (AIG STRATEGIC BOND FUND CLASS B) NA 4.88% 5.12% 3.61% 3.37% 4.20% 5.08%
Data as of 07/28/2021, Common starting date is 04/28/1994
More Performance Analytics Comparison
Name Start Date End Date
SDIBX (AIG STRATEGIC BOND FUND CLASS B) 04/28/1994 07/28/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 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
Annualized Return (%) 0.00 4.88 5.12 3.61 3.37 4.20 5.08 0.64 6.59 10.27 -4.80 5.77 7.11 -3.36 2.62 -0.34 11.35 2.90 10.49 26.78 -15.93 2.93 7.18 3.91 11.62 19.73 4.93 -2.19 -1.72 6.30 -6.73 9.50 32.63 17.67 -0.15
Sharpe Ratio NA 1.58 0.95 0.70 0.76 NA NA 0.40 0.95 3.20 -1.72 1.86 1.81 -0.99 0.80 -0.09 3.90 0.66 2.49 5.27 -2.17 -0.02 1.01 0.46 2.16 4.59 0.83 -0.87 -1.47 0.59 -1.51 1.24 1.88 2.33 -0.82
Standard Deviation(%) NA 3.06 4.60 4.08 3.94 NA NA 2.81 6.67 2.77 3.56 2.78 3.79 3.41 3.25 4.16 2.92 4.36 4.18 5.06 7.74 3.92 3.87 3.75 4.95 4.15 4.64 5.30 3.93 5.20 6.65 4.82 15.36 5.92 4.26
Draw Down(%) NA 2.15 12.21 12.21 12.21 NA NA 2.15 12.21 0.97 6.24 1.76 3.14 6.56 4.84 7.12 1.72 6.67 3.86 4.73 22.46 3.89 3.14 3.07 6.30 5.10 5.85 7.28 7.76 4.59 17.61 5.42 4.37 2.97 3.59
Yield(%) 0.00 2.50 3.17 2.83 3.18 3.92 4.67 0.92 2.76 3.24 3.63 2.44 3.02 3.42 3.23 3.51 3.75 4.91 5.37 7.09 6.88 5.07 4.44 4.38 6.43 6.22 5.38 8.97 8.21 9.59 8.58 7.68 8.51 8.36 6.33
Data as of 07/28/2021, Common starting date is 04/28/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SDIBX (AIG STRATEGIC BOND FUND CLASS B) -3.31%
Nov 2005 – Nov 2008
-1.34%
Sep 1997 – Sep 2002
2.81%
Nov 1998 – Nov 2008
3.69%
Mar 2005 – Mar 2020
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SDIBX (AIG STRATEGIC BOND FUND CLASS B) 20.74%
Mar 1995 – Mar 1998
11.65%
Mar 1995 – Mar 2000
8.61%
Dec 1994 – Dec 2004
7.18%
Mar 1995 – Mar 2010
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return