Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SVBBX (BALANCED FUND CLASS B) | NA | 10.52% | 7.54% | 8.71% | 7.68% | 7.39% | 5.84% | … | … |
Data as of 12/17/2020, Common starting date is 06/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SVBBX (BALANCED FUND CLASS B) | 06/20/1996 | 12/17/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 10.52 | 7.54 | 8.71 | 7.68 | 7.39 | 5.84 | … | … | 9.79 | 20.43 | -5.62 | 13.10 | 7.40 | -2.60 | 7.44 | 18.66 | 14.53 | -3.88 | 10.34 | 23.38 | -25.90 | 22.55 | 12.97 | 12.58 | 6.06 | 17.41 | -18.71 | -5.91 | -2.59 | 3.17 | 13.23 | 19.97 | 7.29 |
| Sharpe Ratio | NA | 0.59 | 0.52 | 0.74 | 0.70 | NA | NA | … | … | 0.56 | 2.48 | -0.63 | 2.66 | 0.83 | -0.29 | 1.08 | 2.49 | 1.70 | -0.26 | 0.97 | 1.43 | -1.03 | 1.83 | 1.27 | 1.48 | 0.68 | 1.56 | -1.18 | -0.64 | -0.50 | -0.01 | 0.92 | 1.62 | 1.42 |
| Standard Deviation(%) | NA | 17.47 | 12.73 | 10.81 | 10.34 | NA | NA | … | … | 17.78 | 7.66 | 11.00 | 4.70 | 8.61 | 9.03 | 6.89 | 7.50 | 8.59 | 15.13 | 10.59 | 16.26 | 26.06 | 10.71 | 7.64 | 7.02 | 7.50 | 10.69 | 16.74 | 13.11 | 13.38 | 10.35 | 10.83 | 10.10 | 7.52 |
| Draw Down(%) | NA | 21.06 | 21.06 | 21.06 | 21.06 | NA | NA | … | … | 21.06 | 4.56 | 13.62 | 1.86 | 7.34 | 9.10 | 5.00 | 5.62 | 7.44 | 16.44 | 9.65 | 13.71 | 41.02 | 6.56 | 5.20 | 4.74 | 6.11 | 7.37 | 26.95 | 17.17 | 13.31 | 8.63 | 11.36 | 6.26 | 4.11 |
| Yield(%) | 0.00 | 0.45 | 2.82 | 2.97 | 3.84 | 4.21 | 3.44 | … | … | 0.44 | 1.81 | 6.38 | 3.60 | 1.10 | 4.03 | 4.55 | 5.94 | 3.32 | 0.43 | 1.24 | 0.87 | 0.96 | 5.47 | 6.62 | 4.58 | 1.35 | 1.26 | 1.35 | 1.84 | 4.86 | 3.17 | 7.46 | 11.18 | 5.90 |
Data as of 12/17/2020, Common starting date is 06/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVBBX (BALANCED FUND CLASS B) |
-9.68%
Oct 1999 – Oct 2002 |
-4.25%
Mar 1998 – Mar 2003 |
0.46%
Feb 1999 – Feb 2009 |
4.16%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVBBX (BALANCED FUND CLASS B) |
17.70%
Oct 2004 – Oct 2007 |
14.59%
Oct 2002 – Oct 2007 |
9.64%
Feb 2009 – Feb 2019 |
8.56%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart