Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SUMCX (CONSERVATIVE BALANCED ALLOCATION PORTFOLIO CLASS C) | 2.99% | 9.73% | 8.90% | 4.34% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/02/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SUMCX (CONSERVATIVE BALANCED ALLOCATION PORTFOLIO CLASS C) | 01/02/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.26 | 9.73 | 8.90 | 4.34 | NA | NA | NA | … | … | 2.99 | 9.87 | 7.47 | 8.95 | -9.54 | 9.30 | 6.29 | 13.55 | -4.26 |
| Sharpe Ratio | NA | 1.07 | 0.79 | 0.23 | NA | NA | NA | … | … | 0.59 | 0.90 | 0.52 | 1.09 | -1.09 | 1.33 | 0.40 | 2.09 | -0.73 |
| Standard Deviation(%) | NA | 6.60 | 7.17 | 7.65 | NA | NA | NA | … | … | 7.83 | 7.77 | 7.41 | 4.90 | 10.10 | 6.96 | 14.87 | 5.79 | 7.82 |
| Draw Down(%) | NA | 5.42 | 9.54 | 12.53 | NA | NA | NA | … | … | 5.42 | 7.68 | 4.64 | 3.81 | 12.19 | 3.31 | 16.13 | 2.96 | 10.23 |
| Yield(%) | 0.00 | 8.32 | 4.64 | 4.47 | 3.11 | 2.07 | 1.56 | … | … | 0.00 | 8.58 | 2.75 | 1.70 | 3.96 | 7.04 | 0.00 | 3.40 | 1.95 |
Data as of 06/05/2026, Common starting date is 01/02/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SUMCX (CONSERVATIVE BALANCED ALLOCATION PORTFOLIO CLASS C) |
0.78%
Apr 2021 – Apr 2024 |
2.51%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SUMCX (CONSERVATIVE BALANCED ALLOCATION PORTFOLIO CLASS C) |
9.67%
Dec 2018 – Dec 2021 |
6.46%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart