Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SICWX (SENTINEL COMMON STOCK FUND CLASS I) | 8.17% | 15.48% | 17.68% | 12.45% | 12.38% | 13.66% | NA | 9.51% |
Data as of 07/03/2025, AR inception is 05/11/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SICWX (SENTINEL COMMON STOCK FUND CLASS I) | 05/11/2007 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.67 | 15.48 | 17.68 | 12.45 | 12.38 | 13.66 | NA | 9.51 | 8.17 | 19.52 | 25.24 | -18.45 | 17.67 | 17.67 | 30.56 | -2.38 | 23.45 | 11.61 | 0.95 | 10.62 | 31.03 | 14.92 | 1.79 | 15.01 | 29.42 | -35.18 | -4.05 |
| Sharpe Ratio | NA | 0.63 | 0.87 | 0.62 | 0.60 | NA | NA | 0.43 | 0.57 | 1.09 | 1.72 | -0.84 | 1.20 | 0.50 | 2.30 | -0.22 | 3.59 | 0.89 | 0.06 | 0.96 | 2.87 | 1.18 | 0.08 | 0.87 | 1.13 | -0.94 | -0.48 |
| Standard Deviation(%) | NA | 19.58 | 16.68 | 17.67 | 18.34 | NA | NA | 19.65 | 24.38 | 11.84 | 12.28 | 23.73 | 14.73 | 34.40 | 12.69 | 16.95 | 6.38 | 12.84 | 15.30 | 11.05 | 10.80 | 12.73 | 22.69 | 17.09 | 25.85 | 38.17 | 18.92 |
| Draw Down(%) | NA | 18.75 | 18.75 | 28.95 | 31.53 | NA | NA | 54.25 | 18.75 | 6.83 | 9.68 | 24.27 | 10.43 | 31.53 | 7.10 | 17.93 | 2.60 | 9.02 | 11.50 | 8.45 | 4.63 | 10.90 | 18.95 | 14.33 | 24.43 | 44.65 | 11.28 |
| Yield(%) | 0.00 | 0.97 | 0.90 | 0.74 | 6.01 | 9.20 | 5.14 | 5.71 | 0.00 | 1.10 | 1.04 | 0.27 | 0.34 | 0.37 | 14.18 | 10.92 | 18.72 | 8.03 | 9.21 | 11.63 | 5.11 | 4.99 | 2.65 | 1.32 | 1.42 | 1.21 | 0.00 |
Data as of 07/03/2025, AR inception is 05/11/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SICWX (SENTINEL COMMON STOCK FUND CLASS I) |
-9.10%
Jun 2007 - Jun 2010 |
0.13%
Oct 2007 - Oct 2012 |
6.90%
Jun 2007 - Jun 2017 |
7.16%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SICWX (SENTINEL COMMON STOCK FUND CLASS I) |
25.10%
Feb 2009 - Feb 2012 |
22.03%
Feb 2009 - Feb 2014 |
16.42%
Sep 2011 - Sep 2021 |
14.79%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart