Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SVBIX (BALANCED FUND CLASS I) | 5.97% | 5.79% | 11.94% | 7.99% | 7.87% | 8.89% | 8.45% | 7.85% |
Data as of 07/17/2025, AR inception is 03/25/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SVBIX (BALANCED FUND CLASS I) | 03/25/2002 | 07/17/2025 |
| 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 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.36 | 5.79 | 11.94 | 7.99 | 7.87 | 8.89 | 8.45 | 7.85 | 5.97 | 11.17 | 18.59 | -15.51 | 12.91 | 16.02 | 21.59 | -4.72 | 14.22 | 8.48 | -1.65 | 8.59 | 19.87 | 15.81 | -2.86 | 11.60 | 24.81 | -25.10 | 23.89 | 14.28 | 14.02 | 7.32 | 18.87 | -17.22 |
| Sharpe Ratio | NA | 0.21 | 0.77 | 0.56 | 0.60 | NA | NA | 0.55 | 0.63 | 0.54 | 1.66 | -1.10 | 1.67 | 0.87 | 2.62 | -0.55 | 2.92 | 0.96 | -0.19 | 1.25 | 2.62 | 1.84 | -0.19 | 1.09 | 1.52 | -1.00 | 1.97 | 1.45 | 1.68 | 0.85 | 1.70 | -1.27 |
| Standard Deviation(%) | NA | 12.04 | 11.07 | 10.86 | 10.97 | NA | NA | 11.97 | 14.01 | 8.52 | 8.72 | 15.40 | 7.70 | 17.99 | 7.69 | 11.04 | 4.67 | 8.64 | 9.03 | 6.87 | 7.57 | 8.63 | 15.19 | 10.57 | 16.26 | 26.02 | 10.65 | 7.62 | 7.07 | 7.46 | 10.69 | 17.92 |
| Draw Down(%) | NA | 13.12 | 13.12 | 20.95 | 21.01 | NA | NA | 40.66 | 12.01 | 5.63 | 6.71 | 20.22 | 3.46 | 21.01 | 4.50 | 13.30 | 1.80 | 7.22 | 8.76 | 4.94 | 5.55 | 7.25 | 16.07 | 9.45 | 13.52 | 40.66 | 6.42 | 5.11 | 4.60 | 5.58 | 7.36 | 25.30 |
| Yield(%) | 0.00 | 1.43 | 1.97 | 1.88 | 3.31 | 4.73 | 5.27 | 5.06 | 0.37 | 2.00 | 2.05 | 1.60 | 1.52 | 1.80 | 2.92 | 7.38 | 4.66 | 2.14 | 5.03 | 5.61 | 7.09 | 4.48 | 1.51 | 2.35 | 2.06 | 1.97 | 6.71 | 7.83 | 5.85 | 2.56 | 2.58 | 2.28 |
Data as of 07/17/2025, AR inception is 03/25/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVBIX (BALANCED FUND CLASS I) |
-1.58%
Feb 2006 - Feb 2009 |
3.05%
Oct 2007 - Oct 2012 |
5.93%
May 2008 - May 2018 |
5.87%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVBIX (BALANCED FUND CLASS I) |
19.06%
Oct 2004 - Oct 2007 |
15.95%
Oct 2002 - Oct 2007 |
11.26%
Sep 2011 - Sep 2021 |
10.13%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart