Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SFVTX (AIG STRATEGIC VALUE FUND CLASS C) | NA | 15.86% | 0.97% | 4.24% | 7.26% | 4.61% | 4.84% | … | … |
Data as of 07/28/2021, Common starting date is 08/01/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SFVTX (AIG STRATEGIC VALUE FUND CLASS C) | 08/01/2000 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 15.86 | 0.97 | 4.24 | 7.26 | 4.61 | 4.84 | … | … | -0.27 | -1.09 | 17.73 | -11.54 | 14.90 | 11.55 | -5.15 | 11.30 | 32.69 | 13.56 | -3.24 | 11.34 | 46.61 | -50.13 | 6.47 | 23.27 | 2.72 | 14.24 | 34.62 | -23.91 | 9.29 | 18.81 |
| Sharpe Ratio | NA | 0.72 | 0.01 | 0.16 | 0.36 | NA | NA | … | … | -0.02 | -0.03 | 1.34 | -0.82 | 1.91 | 0.82 | -0.34 | 1.02 | 2.70 | 1.03 | -0.13 | 0.53 | 1.24 | -1.09 | 0.22 | 1.94 | 0.06 | 1.44 | 2.48 | -1.24 | 0.37 | 2.85 |
| Standard Deviation(%) | NA | 21.89 | 26.36 | 21.54 | 19.08 | NA | NA | … | … | 24.96 | 38.28 | 12.17 | 15.69 | 7.49 | 13.84 | 15.04 | 11.10 | 12.07 | 13.23 | 24.91 | 21.14 | 37.48 | 46.58 | 15.84 | 10.36 | 9.78 | 9.24 | 13.68 | 20.14 | 19.19 | 16.51 |
| Draw Down(%) | NA | 17.09 | 38.56 | 39.20 | 39.20 | NA | NA | … | … | 17.09 | 38.56 | 7.78 | 21.53 | 3.83 | 8.42 | 14.19 | 7.50 | 5.17 | 10.58 | 22.28 | 17.00 | 26.71 | 60.38 | 10.22 | 8.21 | 7.82 | 10.01 | 11.39 | 34.16 | 17.73 | 6.78 |
| Yield(%) | 0.00 | 0.88 | 4.77 | 3.60 | 3.26 | 3.58 | 3.75 | … | … | 0.00 | 0.74 | 3.68 | 10.64 | 0.28 | 0.86 | 0.84 | 0.57 | 0.92 | 0.81 | 0.00 | 0.00 | 0.00 | 0.00 | 20.64 | 9.37 | 8.28 | 0.00 | 0.17 | 0.00 | 3.13 | 4.89 |
Data as of 07/28/2021, Common starting date is 08/01/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFVTX (AIG STRATEGIC VALUE FUND CLASS C) |
-18.50%
Feb 2006 – Feb 2009 |
-9.15%
Feb 2004 – Feb 2009 |
1.93%
Sep 2001 – Sep 2011 |
3.35%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFVTX (AIG STRATEGIC VALUE FUND CLASS C) |
25.86%
Feb 2009 – Feb 2012 |
22.37%
Feb 2009 – Feb 2014 |
13.82%
Feb 2009 – Feb 2019 |
8.67%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart