Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SESLX (1919 SOCIALLY RESPONSIVE BALANCED FUND CLASS C) | 1.66% | 9.38% | 11.74% | 5.80% | 9.17% | 8.19% | 6.88% | … | … |
Data as of 06/05/2026, Common starting date is 06/18/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SESLX (1919 SOCIALLY RESPONSIVE BALANCED FUND CLASS C) | 06/18/1993 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 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 (%) | -1.61 | 9.38 | 11.74 | 5.80 | 9.17 | 8.19 | 6.88 | … | … | 1.66 | 8.98 | 14.98 | 18.80 | -20.67 | 16.01 | 19.75 | 23.78 | -1.95 | 15.48 | 5.01 | -2.82 | 7.96 | 17.43 | 9.37 | -1.33 | 11.08 | 22.53 | -26.90 | 7.20 | 8.43 | -1.35 | 7.84 | 22.17 | -15.87 | -11.57 | 0.70 | 12.09 | 25.64 | 9.74 | 4.25 | 20.76 | -5.62 | -0.69 |
| Sharpe Ratio | NA | 1.17 | 0.91 | 0.29 | 0.61 | NA | NA | … | … | 0.61 | 0.50 | 1.15 | 1.51 | -1.19 | 1.58 | 0.87 | 2.64 | -0.27 | 2.84 | 0.53 | -0.28 | 0.99 | 2.31 | 1.04 | -0.08 | 0.88 | 1.20 | -1.03 | 0.36 | 0.67 | -0.46 | 0.78 | 1.73 | -1.03 | -0.92 | -0.23 | 0.64 | 1.33 | 0.44 | 0.07 | 2.92 | -1.28 | -0.29 |
| Standard Deviation(%) | NA | 8.24 | 10.58 | 12.52 | 12.71 | NA | NA | … | … | 9.54 | 12.16 | 9.85 | 10.15 | 18.66 | 10.12 | 22.21 | 8.46 | 12.33 | 5.24 | 8.98 | 10.24 | 8.04 | 7.52 | 9.07 | 16.43 | 12.55 | 18.65 | 26.98 | 11.41 | 7.49 | 7.87 | 8.81 | 12.42 | 16.46 | 15.53 | 15.07 | 13.59 | 16.66 | 13.85 | 8.89 | 5.75 | 6.82 | 11.93 |
| Draw Down(%) | NA | 7.97 | 13.31 | 24.76 | 24.76 | NA | NA | … | … | 7.91 | 12.71 | 5.91 | 9.02 | 24.15 | 5.22 | 23.27 | 3.97 | 14.40 | 2.45 | 7.43 | 8.75 | 5.32 | 4.59 | 7.60 | 13.31 | 11.18 | 20.08 | 36.41 | 6.80 | 6.38 | 6.31 | 6.95 | 9.05 | 21.68 | 24.73 | 9.38 | 10.04 | 18.51 | 11.85 | 7.16 | 2.83 | 9.73 | 9.38 |
| Yield(%) | 0.00 | 0.53 | 0.28 | 0.16 | 2.01 | 3.57 | 3.87 | … | … | 0.00 | 0.57 | 0.07 | 0.04 | 0.00 | 0.00 | 0.08 | 0.22 | 5.90 | 6.10 | 6.63 | 7.13 | 13.68 | 8.21 | 0.24 | 0.21 | 0.81 | 0.86 | 0.72 | 24.50 | 8.00 | 3.09 | 4.94 | 0.82 | 0.47 | 3.14 | 8.44 | 4.82 | 2.39 | 2.21 | 2.41 | 2.64 | 2.04 | 1.62 |
Data as of 06/05/2026, Common starting date is 06/18/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SESLX (1919 SOCIALLY RESPONSIVE BALANCED FUND CLASS C) |
-10.05%
Mar 2000 – Mar 2003 |
-4.83%
Feb 2004 – Feb 2009 |
-2.11%
Feb 1999 – Feb 2009 |
1.89%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SESLX (1919 SOCIALLY RESPONSIVE BALANCED FUND CLASS C) |
19.81%
Dec 2018 – Dec 2021 |
14.78%
Oct 2016 – Oct 2021 |
10.70%
Sep 2011 – Sep 2021 |
9.95%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart