Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SQBCX (INVESTMENT QUALITY BOND PORTFOLIO INVESTMENT QUALITY BOND PORTFOLIO CLASS C) | -2.45% | 0.61% | 1.48% | -0.44% | -0.04% | 0.10% | 0.62% | … | … |
Data as of 06/05/2026, Common starting date is 01/28/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SQBCX (INVESTMENT QUALITY BOND PORTFOLIO INVESTMENT QUALITY BOND PORTFOLIO CLASS C) | 01/28/1999 | 06/05/2026 |
| 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 (%) | -0.86 | 0.61 | 1.48 | -0.44 | -0.04 | 0.10 | 0.62 | … | … | -2.45 | 5.59 | -0.31 | 1.84 | -3.53 | -3.97 | 2.38 | 2.84 | -1.25 | 0.00 | 1.15 | -0.90 | 0.04 | -1.65 | 2.12 | 1.65 | 2.85 | 2.81 | -0.10 | 2.68 | 0.00 | -2.61 | -2.35 | -3.41 | 1.54 | 2.26 | 3.98 | -4.49 |
| Sharpe Ratio | NA | -0.23 | -0.34 | -0.83 | -0.57 | NA | NA | … | … | -1.63 | 0.64 | -0.91 | -0.54 | -3.78 | -2.84 | 0.86 | 0.78 | -2.27 | -0.44 | 0.45 | -0.46 | 0.01 | -0.90 | 1.23 | 0.63 | 0.82 | 0.57 | -0.19 | -0.16 | -1.58 | -2.15 | -1.01 | -0.84 | 0.09 | -0.05 | -0.09 | -2.14 |
| Standard Deviation(%) | NA | 3.83 | 4.09 | 3.40 | 2.71 | NA | NA | … | … | 3.89 | 4.23 | 4.34 | 3.39 | 1.32 | 1.41 | 2.47 | 1.76 | 1.17 | 1.50 | 2.07 | 2.04 | 1.91 | 1.89 | 1.70 | 2.57 | 3.36 | 4.76 | 5.46 | 3.02 | 2.18 | 2.26 | 3.32 | 4.91 | 4.35 | 3.84 | 2.69 | 3.84 |
| Draw Down(%) | NA | 4.00 | 4.56 | 8.46 | 9.83 | NA | NA | … | … | 4.00 | 2.16 | 3.82 | 3.49 | 4.19 | 3.98 | 3.61 | 1.05 | 1.75 | 1.16 | 2.64 | 2.16 | 1.90 | 3.13 | 0.88 | 2.36 | 3.17 | 4.58 | 7.36 | 2.45 | 2.46 | 3.20 | 3.86 | 5.73 | 3.04 | 3.73 | 2.63 | 5.73 |
| Yield(%) | 0.00 | 1.06 | 0.72 | 0.46 | 0.51 | 0.80 | 0.87 | … | … | 0.00 | 1.36 | 0.46 | 0.60 | 0.01 | 0.05 | 0.17 | 0.25 | 0.76 | 1.05 | 0.73 | 1.06 | 0.86 | 1.23 | 1.91 | 3.01 | 3.42 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.39 |
Data as of 06/05/2026, Common starting date is 01/28/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SQBCX (INVESTMENT QUALITY BOND PORTFOLIO INVESTMENT QUALITY BOND PORTFOLIO CLASS C) |
-3.84%
May 2003 – May 2006 |
-2.31%
Oct 2003 – Oct 2008 |
-0.59%
Oct 2012 – Oct 2022 |
-0.06%
May 2003 – May 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SQBCX (INVESTMENT QUALITY BOND PORTFOLIO INVESTMENT QUALITY BOND PORTFOLIO CLASS C) |
4.26%
Oct 2008 – Oct 2011 |
2.73%
Oct 2008 – Oct 2013 |
1.38%
Jun 2006 – Jun 2016 |
1.01%
May 2006 – May 2021 |
Annualized Rolling Returns Comparison Chart