Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SESIX (1919 SOCIALLY RESPONSIVE BALANCED FUND CLASS B) | NA | 9.22% | 9.69% | 6.61% | 8.31% | 5.40% | 3.79% | … | … |
Data as of 07/30/2019, Common starting date is 05/21/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SESIX (1919 SOCIALLY RESPONSIVE BALANCED FUND CLASS B) | 05/21/1987 | 07/30/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.22 | 9.69 | 6.61 | 8.31 | 5.40 | 3.79 | … | … | 16.77 | -2.02 | 15.33 | 4.56 | -2.68 | 7.41 | 17.08 | 8.92 | -1.72 | 11.56 | 22.14 | -27.29 | 6.83 | 7.99 | -1.43 | 6.72 | 22.12 | -15.96 | -11.63 | 0.68 | 12.02 | 26.64 | 20.49 | 11.47 | 24.03 | -4.52 | 5.68 | -2.35 | 20.39 | -5.09 | 18.62 | 16.08 | -6.17 |
| Sharpe Ratio | NA | 0.70 | 0.98 | 0.64 | 0.76 | NA | NA | … | … | 3.69 | -0.27 | 2.80 | 0.48 | -0.26 | 0.92 | 2.26 | 0.98 | -0.11 | 0.92 | 1.18 | -1.04 | 0.34 | 0.63 | -0.46 | 0.66 | 1.72 | -1.04 | -0.91 | -0.22 | 0.65 | 1.40 | 1.63 | 1.12 | 3.97 | -1.11 | 0.37 | -0.49 | 1.60 | -0.93 | 1.68 | 1.23 | -0.90 |
| Standard Deviation(%) | NA | 10.88 | 8.86 | 9.35 | 10.43 | NA | NA | … | … | 7.96 | 12.35 | 5.27 | 8.98 | 10.26 | 8.01 | 7.55 | 9.11 | 16.45 | 12.52 | 18.62 | 26.98 | 11.38 | 7.49 | 7.82 | 8.73 | 12.42 | 16.46 | 15.55 | 15.14 | 13.60 | 16.61 | 10.37 | 7.07 | 5.09 | 6.74 | 9.78 | 9.56 | 10.35 | 11.15 | 7.68 | 9.26 | 15.45 |
| Draw Down(%) | NA | 14.41 | 14.41 | 14.41 | 14.41 | NA | NA | … | … | 3.96 | 14.41 | 2.50 | 7.44 | 8.71 | 5.38 | 4.65 | 7.69 | 13.41 | 10.60 | 20.11 | 36.60 | 6.83 | 6.44 | 6.31 | 6.97 | 9.14 | 21.73 | 24.73 | 9.41 | 10.07 | 17.88 | 6.21 | 4.54 | 2.53 | 9.73 | 9.40 | 4.91 | 6.29 | 15.66 | 4.36 | 4.96 | 20.33 |
| Yield(%) | 0.00 | 5.91 | 6.22 | 6.92 | 6.48 | 5.42 | 4.08 | … | … | 0.06 | 6.12 | 6.27 | 6.82 | 7.41 | 13.91 | 8.29 | 0.00 | 0.01 | 1.37 | 0.59 | 0.37 | 24.17 | 7.68 | 2.99 | 3.84 | 0.71 | 0.40 | 3.14 | 8.45 | 4.82 | 3.28 | 12.72 | 9.48 | 5.94 | 3.13 | 2.08 | 2.87 | 3.70 | 3.08 | 5.16 | 3.68 | 1.62 |
Data as of 07/30/2019, Common starting date is 05/21/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SESIX (1919 SOCIALLY RESPONSIVE BALANCED FUND CLASS B) |
-10.08%
Mar 2000 – Mar 2003 |
-5.29%
Feb 2004 – Feb 2009 |
-2.36%
Feb 1999 – Feb 2009 |
1.95%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SESIX (1919 SOCIALLY RESPONSIVE BALANCED FUND CLASS B) |
20.86%
Jul 1996 – Jul 1999 |
18.77%
Dec 1994 – Dec 1999 |
11.89%
Oct 1990 – Oct 2000 |
7.57%
Nov 1987 – Nov 2002 |
Annualized Rolling Returns Comparison Chart