Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SIBPX (INVESTMENT QUALITY BOND PORTFOLIO INVESTMENT QUALITY BOND PORTFOLIO CLASS I) | -1.36% | 2.49% | 2.72% | 0.71% | 0.93% | 1.01% | 1.35% | … | … |
Data as of 06/03/2026, Common starting date is 09/29/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SIBPX (INVESTMENT QUALITY BOND PORTFOLIO INVESTMENT QUALITY BOND PORTFOLIO CLASS I) | 09/29/1994 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.21 | 2.49 | 2.72 | 0.71 | 0.93 | 1.01 | 1.35 | … | … | -1.36 | 4.72 | 0.77 | 2.92 | -2.51 | -3.01 | 3.37 | 3.84 | -0.71 | 0.67 | 1.64 | -0.26 | 0.89 | -0.92 | 3.03 | 2.67 | 3.44 | 2.82 | -0.10 | 2.68 | -0.10 | -2.61 | -2.35 | -3.41 | 1.54 | 2.16 | 4.20 | -3.90 | 5.91 | 6.43 | 3.04 | 12.33 | -0.01 |
| Sharpe Ratio | NA | 0.08 | -0.05 | -0.50 | -0.23 | NA | NA | … | … | -1.14 | 0.43 | -1.34 | -0.40 | -3.13 | -2.09 | 1.30 | 1.41 | -1.72 | 0.02 | 0.68 | -0.14 | 0.46 | -0.50 | 1.69 | 0.96 | 1.01 | 0.58 | -0.19 | -0.10 | -1.56 | -2.14 | -0.99 | -0.83 | 0.10 | -0.04 | 0.04 | -2.40 | 0.76 | 0.98 | -0.12 | 2.56 | -1.18 |
| Standard Deviation(%) | NA | 3.94 | 4.12 | 3.41 | 2.70 | NA | NA | … | … | 3.99 | 4.37 | 4.33 | 3.33 | 1.25 | 1.45 | 2.40 | 1.72 | 1.18 | 1.58 | 2.09 | 2.09 | 1.90 | 1.89 | 1.78 | 2.74 | 3.30 | 4.72 | 5.45 | 3.05 | 2.17 | 2.24 | 3.32 | 4.92 | 4.30 | 3.82 | 2.82 | 2.97 | 3.41 | 2.97 | 3.70 | 3.32 | 3.13 |
| Draw Down(%) | NA | 3.50 | 4.28 | 6.07 | 6.79 | NA | NA | … | … | 3.50 | 2.22 | 3.55 | 2.99 | 3.38 | 3.01 | 3.50 | 0.94 | 1.45 | 1.01 | 2.27 | 1.90 | 1.77 | 2.91 | 0.89 | 2.20 | 3.00 | 4.49 | 7.37 | 2.35 | 2.46 | 3.20 | 3.78 | 5.83 | 2.95 | 3.73 | 2.73 | 4.38 | 2.00 | 1.68 | 3.13 | 1.28 | 1.27 |
| Yield(%) | 0.00 | 1.64 | 1.83 | 1.20 | 1.14 | 1.46 | 1.44 | … | … | 0.00 | 2.32 | 2.28 | 1.57 | 0.13 | 0.07 | 0.62 | 1.02 | 1.20 | 1.61 | 1.33 | 1.60 | 1.71 | 1.97 | 2.91 | 4.02 | 3.91 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.20 | 4.81 | 5.07 | 4.78 | 5.93 | 1.92 |
Data as of 06/03/2026, Common starting date is 09/29/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIBPX (INVESTMENT QUALITY BOND PORTFOLIO INVESTMENT QUALITY BOND PORTFOLIO CLASS I) |
-3.84%
May 2003 – May 2006 |
-2.31%
Oct 2003 – Oct 2008 |
-0.78%
Oct 1998 – Oct 2008 |
0.33%
May 2003 – May 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIBPX (INVESTMENT QUALITY BOND PORTFOLIO INVESTMENT QUALITY BOND PORTFOLIO CLASS I) |
7.20%
Dec 1994 – Dec 1997 |
4.87%
Nov 1994 – Nov 1999 |
2.72%
Oct 1994 – Oct 2004 |
1.94%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart