Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SEQBX (LARGE CAP CORE B) | NA | 0.00% | 7.92% | 7.95% | 3.68% | 2.32% | 2.41% | 2.22% |
Data as of 07/11/2016, AR inception is 10/19/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SEQBX (LARGE CAP CORE B) | 10/19/1993 | 07/11/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 (%) | 0.00 | 0.00 | 7.92 | 7.95 | 3.68 | 2.32 | 2.41 | 2.22 | 0.00 | 0.00 | -5.14 | 0.12 | 10.95 | -5.16 | 14.86 | 27.74 | -38.29 | -23.05 | -0.69 | -0.34 | -1.19 | 19.92 | -24.19 | -12.77 | -26.55 | 5.96 | 16.59 | 16.48 | 11.22 | 26.85 | -10.57 | -18.06 |
| Sharpe Ratio | NA | 0.00 | -1.50 | -1.12 | -1.05 | NA | NA | -0.90 | 0.00 | -2.10 | -1.11 | -0.69 | -0.57 | -0.94 | -0.19 | 0.34 | -1.52 | -1.77 | -1.54 | -2.08 | -1.59 | 0.04 | -1.75 | -1.61 | -3.33 | 1.83 | 2.64 | -1.57 | 0.95 | -3.20 | -0.71 | -0.62 |
| Standard Deviation(%) | NA | 1.80 | 19.61 | 19.69 | 23.27 | NA | NA | 20.85 | NA | 8.84 | 21.38 | 26.53 | 13.37 | 25.28 | 19.36 | 26.93 | 37.89 | 25.60 | 15.04 | 10.29 | 13.09 | 16.58 | 25.18 | 21.48 | 28.62 | 16.90 | 18.91 | 19.21 | 14.00 | 11.01 | 12.50 | 47.53 |
| Draw Down(%) | NA | 0.00 | 26.48 | 26.48 | 67.13 | NA | NA | 79.77 | 0.00 | 4.06 | 20.44 | 22.42 | 11.35 | 23.21 | 17.90 | 25.87 | 47.07 | 27.56 | 11.32 | 7.34 | 8.35 | 13.32 | 32.33 | 29.69 | 32.16 | 11.89 | 20.18 | 14.41 | 10.55 | 8.19 | 13.86 | 18.90 |
| Yield(%) | 0.00 | 0.00 | 12.92 | 9.04 | 6.11 | 4.25 | 4.11 | 3.76 | 0.00 | 0.00 | 18.84 | 24.94 | 0.00 | 0.00 | 0.00 | 0.00 | 0.27 | 16.98 | 11.87 | 3.47 | 7.67 | 0.00 | 0.00 | 0.00 | 14.11 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/11/2016, AR inception is 10/19/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEQBX (LARGE CAP CORE B) |
-18.67%
Feb 2006 - Feb 2009 |
-10.16%
Feb 2004 - Feb 2009 |
-7.81%
Feb 1999 - Feb 2009 |
-2.01%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEQBX (LARGE CAP CORE B) |
22.23%
Feb 2009 - Feb 2012 |
18.68%
Feb 2009 - Feb 2014 |
4.80%
Apr 2005 - Apr 2015 |
2.44%
Mar 2001 - Mar 2016 |
Annualized Rolling Returns Comparison Chart