Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IRCSX (International Small Cap Portfolio SCB) | 13.50% | 27.24% | 20.10% | 7.43% | 8.49% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/22/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IRCSX (International Small Cap Portfolio SCB) | 12/22/2015 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.21 | 27.24 | 20.10 | 7.43 | 8.49 | NA | NA | … | … | 13.50 | 34.72 | 7.44 | 12.80 | -21.02 | 12.21 | 7.90 | 19.08 | -17.99 | 31.85 | 2.77 | 0.50 |
| Sharpe Ratio | NA | 2.00 | 1.25 | 0.35 | 0.44 | NA | NA | … | … | 2.00 | 2.22 | 0.31 | 0.73 | -1.04 | 0.93 | 0.26 | 1.72 | -1.45 | 4.48 | 0.17 | 1.98 |
| Standard Deviation(%) | NA | 14.37 | 14.19 | 15.66 | 16.30 | NA | NA | … | … | 18.67 | 14.40 | 12.45 | 12.71 | 21.57 | 13.07 | 29.63 | 10.24 | 13.38 | 7.00 | 15.08 | 11.66 |
| Draw Down(%) | NA | 11.60 | 13.77 | 34.81 | 44.82 | NA | NA | … | … | 11.60 | 13.24 | 8.86 | 13.77 | 31.87 | 9.03 | 40.44 | 9.08 | 25.31 | 2.59 | 11.53 | 1.08 |
| Yield(%) | 0.00 | 14.77 | 8.17 | 4.67 | 4.96 | 3.45 | 2.59 | … | … | 0.00 | 17.74 | 2.60 | 2.98 | 0.57 | 3.92 | 0.97 | 2.02 | 7.31 | 4.60 | 2.63 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/22/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IRCSX (International Small Cap Portfolio SCB) |
-6.30%
Mar 2017 – Mar 2020 |
-3.22%
Sep 2017 – Sep 2022 |
7.83%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IRCSX (International Small Cap Portfolio SCB) |
22.05%
Sep 2022 – Sep 2025 |
11.52%
Mar 2020 – Mar 2025 |
9.70%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart