Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SIBLX (SENTINEL BALANCED FUND CLASS I) | 0.80% | 11.09% | 11.51% | 5.87% | 8.85% | 8.62% | NA | … | … |
Data as of 06/10/2026, Common starting date is 08/29/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SIBLX (SENTINEL BALANCED FUND CLASS I) | 08/29/2007 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.99 | 11.09 | 11.51 | 5.87 | 8.85 | 8.62 | NA | … | … | 0.80 | 13.83 | 13.34 | 18.43 | -15.96 | 11.51 | 11.31 | 23.25 | -2.52 | 15.98 | 7.72 | 0.00 | 7.17 | 19.44 | 11.62 | 3.54 | 12.92 | 20.72 | -23.89 | 1.81 |
| Sharpe Ratio | NA | 1.33 | 0.94 | 0.32 | 0.63 | NA | NA | … | … | 0.25 | 0.96 | 1.20 | 1.71 | -1.05 | 1.31 | 0.51 | 2.92 | -0.36 | 3.70 | 0.94 | 0.00 | 0.99 | 2.70 | 1.38 | 0.23 | 1.07 | 1.23 | -1.02 | 0.26 |
| Standard Deviation(%) | NA | 8.49 | 9.61 | 11.21 | 11.64 | NA | NA | … | … | 10.11 | 11.45 | 8.08 | 8.73 | 16.55 | 8.74 | 21.67 | 7.47 | 10.78 | 4.16 | 8.03 | 9.64 | 7.21 | 7.19 | 8.44 | 15.52 | 11.95 | 16.77 | 24.38 | 11.27 |
| Draw Down(%) | NA | 8.28 | 11.59 | 23.39 | 23.39 | NA | NA | … | … | 8.28 | 11.59 | 3.95 | 8.03 | 21.26 | 5.27 | 22.01 | 3.53 | 11.74 | 1.58 | 5.48 | 7.73 | 5.80 | 4.03 | 7.13 | 12.87 | 9.59 | 16.79 | 32.22 | 5.81 |
| Yield(%) | 0.00 | 5.55 | 3.60 | 2.40 | 4.82 | 5.66 | 4.66 | … | … | 0.37 | 5.73 | 2.31 | 1.75 | 1.03 | 0.65 | 1.32 | 14.17 | 6.66 | 6.84 | 2.38 | 5.87 | 6.32 | 5.96 | 5.87 | 6.34 | 3.10 | 1.77 | 2.33 | 6.69 |
Data as of 06/10/2026, Common starting date is 08/29/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIBLX (SENTINEL BALANCED FUND CLASS I) |
-1.63%
Sep 2007 – Sep 2010 |
3.06%
Oct 2007 – Oct 2012 |
6.07%
Sep 2007 – Sep 2017 |
5.48%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIBLX (SENTINEL BALANCED FUND CLASS I) |
18.94%
Feb 2009 – Feb 2012 |
16.10%
Feb 2009 – Feb 2014 |
11.42%
Feb 2009 – Feb 2019 |
10.22%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart