Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SDVAX (AIG SELECT DIVIDEND GROWTH FUND AIG SELECT DIVIDEND GROWTH FUND A SHARES) | NA | 43.20% | 11.97% | 12.65% | NA | NA | NA | … | … |
Data as of 07/28/2021, Common starting date is 05/05/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SDVAX (AIG SELECT DIVIDEND GROWTH FUND AIG SELECT DIVIDEND GROWTH FUND A SHARES) | 05/05/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 43.20 | 11.97 | 12.65 | NA | NA | NA | … | … | 17.55 | 8.66 | 24.59 | -25.64 | 17.60 | 19.94 | -6.77 | 10.61 |
| Sharpe Ratio | NA | 2.37 | 0.42 | 0.54 | NA | NA | NA | … | … | 2.21 | 0.22 | 1.50 | -1.14 | 1.74 | 1.17 | -0.41 | 1.50 |
| Standard Deviation(%) | NA | 17.12 | 25.29 | 21.17 | NA | NA | NA | … | … | 14.90 | 37.32 | 15.54 | 23.72 | 9.77 | 16.80 | 16.44 | 10.97 |
| Draw Down(%) | NA | 7.59 | 38.71 | 38.71 | NA | NA | NA | … | … | 6.25 | 38.71 | 11.22 | 35.19 | 4.72 | 9.27 | 15.40 | 7.30 |
| Yield(%) | 0.00 | 4.41 | 6.77 | 7.01 | 4.84 | 3.23 | 2.42 | … | … | 2.61 | 2.19 | 2.47 | 14.91 | 7.32 | 3.85 | 10.43 | 1.22 |
Data as of 07/28/2021, Common starting date is 05/05/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SDVAX (AIG SELECT DIVIDEND GROWTH FUND AIG SELECT DIVIDEND GROWTH FUND A SHARES) |
-2.83%
Mar 2017 – Mar 2020 |
0.83%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SDVAX (AIG SELECT DIVIDEND GROWTH FUND AIG SELECT DIVIDEND GROWTH FUND A SHARES) |
15.33%
Sep 2015 – Sep 2018 |
14.71%
May 2016 – May 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart