Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SLVCX (LARGE CAP VALUE PORTFOLIO LARGE CAP VALUE PORTFOLIO CLASS C) | 1.04% | 7.39% | 12.40% | 7.51% | 9.15% | 9.06% | 5.37% | … | … |
Data as of 06/04/2026, Common starting date is 02/12/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SLVCX (LARGE CAP VALUE PORTFOLIO LARGE CAP VALUE PORTFOLIO CLASS C) | 02/12/1999 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.45 | 7.39 | 12.40 | 7.51 | 9.15 | 9.06 | 5.37 | … | … | 1.04 | 14.52 | 5.75 | 19.10 | -8.02 | 28.16 | 6.86 | 39.52 | -18.24 | 7.52 | 8.06 | -7.72 | 10.89 | 39.10 | 16.44 | -6.64 | 13.61 | 35.77 | -52.13 | -10.24 | 17.42 | 4.89 | 8.01 | 30.54 | -29.49 | -12.98 | 7.09 | -5.90 |
| Sharpe Ratio | NA | 0.44 | 0.65 | 0.30 | 0.40 | NA | NA | … | … | 0.09 | 0.67 | 0.15 | 1.01 | -0.41 | 1.87 | 0.17 | 2.60 | -1.10 | 0.73 | 0.45 | -0.45 | 0.70 | 3.19 | 1.05 | -0.23 | 0.68 | 1.29 | -1.38 | -0.71 | 1.33 | 0.23 | 0.60 | 1.77 | -1.15 | -0.78 | 0.14 | -0.56 |
| Standard Deviation(%) | NA | 13.02 | 15.29 | 17.33 | 19.55 | NA | NA | … | … | 15.38 | 17.32 | 13.92 | 15.44 | 23.39 | 15.04 | 38.11 | 14.62 | 17.93 | 9.38 | 17.41 | 17.31 | 15.57 | 12.24 | 15.76 | 29.02 | 20.02 | 27.66 | 38.34 | 18.86 | 10.57 | 11.41 | 11.79 | 16.82 | 26.57 | 20.15 | 19.86 | 17.88 |
| Draw Down(%) | NA | 11.38 | 16.93 | 17.39 | 42.92 | NA | NA | … | … | 11.38 | 15.50 | 7.25 | 13.24 | 17.39 | 7.33 | 42.92 | 8.28 | 26.44 | 5.00 | 18.01 | 19.57 | 16.80 | 6.01 | 13.96 | 28.49 | 19.09 | 23.50 | 58.65 | 20.13 | 9.13 | 9.25 | 8.87 | 15.52 | 40.29 | 21.10 | 15.77 | 22.32 |
| Yield(%) | 0.00 | 19.26 | 15.39 | 13.03 | 10.87 | 11.05 | 6.14 | … | … | 0.00 | 20.82 | 21.70 | 1.30 | 10.37 | 30.71 | 0.00 | 0.00 | 7.07 | 9.40 | 0.00 | 2.32 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.21 | 12.26 | 0.30 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 02/12/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLVCX (LARGE CAP VALUE PORTFOLIO LARGE CAP VALUE PORTFOLIO CLASS C) |
-24.19%
Feb 2006 – Feb 2009 |
-13.28%
Feb 2004 – Feb 2009 |
-8.07%
Mar 1999 – Mar 2009 |
-0.33%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLVCX (LARGE CAP VALUE PORTFOLIO LARGE CAP VALUE PORTFOLIO CLASS C) |
25.39%
Sep 2011 – Sep 2014 |
22.54%
Feb 2009 – Feb 2014 |
12.25%
Sep 2011 – Sep 2021 |
12.11%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart