Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SLGYX (LARGE CAPITALIZATION GROWTH PORTFOLIO LARGE CAPITALIZATION GROWTH PORTFOLIO CLASS A) | 9.48% | 23.28% | 27.73% | 19.02% | 16.02% | 17.43% | NA | 12.29% |
Data as of 06/30/2025, AR inception is 03/27/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SLGYX (LARGE CAPITALIZATION GROWTH PORTFOLIO LARGE CAPITALIZATION GROWTH PORTFOLIO CLASS A) | 03/27/2006 | 06/30/2025 |
| 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 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.08 | 23.28 | 27.73 | 19.02 | 16.02 | 17.43 | NA | 12.29 | 9.48 | 8.35 | 26.30 | -34.58 | 3.57 | 16.06 | 26.05 | -0.63 | 29.85 | -0.43 | 9.73 | 11.49 | 35.66 | 17.30 | 3.30 | 26.91 | 36.95 | -50.98 | 36.82 | -6.43 |
| Sharpe Ratio | NA | 0.56 | 1.08 | 0.72 | 0.65 | NA | NA | 0.48 | 0.17 | 0.05 | 1.26 | -1.14 | 0.12 | 0.43 | 1.72 | -0.10 | 3.40 | -0.05 | 0.63 | 0.92 | 2.94 | 1.29 | 0.14 | 1.14 | 1.34 | -1.17 | 1.56 | -0.66 |
| Standard Deviation(%) | NA | 25.53 | 21.54 | 22.16 | 21.16 | NA | NA | 22.36 | 31.54 | 32.04 | 17.73 | 31.73 | 28.53 | 36.44 | 14.37 | 20.09 | 8.63 | 13.46 | 15.41 | 12.48 | 12.12 | 13.47 | 24.14 | 23.43 | 27.60 | 44.24 | 21.72 | 17.60 |
| Draw Down(%) | NA | 24.20 | 24.20 | 31.43 | 31.43 | NA | NA | 58.59 | 24.20 | 26.64 | 9.63 | 35.69 | 25.53 | 31.19 | 8.91 | 22.86 | 2.88 | 11.94 | 11.22 | 7.01 | 6.17 | 11.20 | 17.08 | 15.47 | 18.05 | 57.41 | 12.30 | 20.26 |
| Yield(%) | 0.00 | 26.46 | 18.74 | 17.43 | 14.37 | 21.46 | 13.06 | 13.75 | 0.00 | 33.41 | 11.61 | 5.87 | 28.42 | 11.51 | 18.69 | 21.50 | 7.53 | 20.25 | 10.61 | 5.56 | 4.25 | 1.68 | 12.95 | 0.00 | 0.00 | 0.12 | 0.00 | 0.00 |
Data as of 06/30/2025, AR inception is 03/27/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLGYX (LARGE CAPITALIZATION GROWTH PORTFOLIO LARGE CAPITALIZATION GROWTH PORTFOLIO CLASS A) |
-11.78%
Apr 2006 - Apr 2009 |
-0.14%
Oct 2007 - Oct 2012 |
8.01%
Apr 2006 - Apr 2016 |
8.36%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLGYX (LARGE CAPITALIZATION GROWTH PORTFOLIO LARGE CAPITALIZATION GROWTH PORTFOLIO CLASS A) |
28.76%
Dec 2018 - Dec 2021 |
25.81%
Feb 2009 - Feb 2014 |
18.48%
Feb 2009 - Feb 2019 |
17.67%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart