Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCAEX (Age-Based Option: Age 13-15 Cl O) | NA | 13.54% | 8.04% | 7.39% | NA | NA | NA | … | … |
Data as of 07/26/2021, Common starting date is 07/19/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCAEX (Age-Based Option: Age 13-15 Cl O) | 07/19/2016 | 07/26/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 13.54 | 8.04 | 7.39 | NA | NA | NA | … | … | 5.43 | 9.82 | 13.93 | -2.96 | 9.79 | 1.83 |
| Sharpe Ratio | NA | 2.31 | 0.80 | 0.87 | NA | NA | NA | … | … | 1.78 | 0.69 | 2.72 | -0.62 | 3.08 | 0.88 |
| Standard Deviation(%) | NA | 6.03 | 9.10 | 7.67 | NA | NA | NA | … | … | 5.56 | 13.85 | 4.59 | 6.87 | 2.99 | 4.29 |
| Draw Down(%) | NA | 3.85 | 17.72 | 17.72 | NA | NA | NA | … | … | 2.53 | 17.72 | 2.26 | 7.99 | 0.99 | 2.51 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/26/2021, Common starting date is 07/19/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCAEX (Age-Based Option: Age 13-15 Cl O) |
1.88%
Mar 2017 – Mar 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCAEX (Age-Based Option: Age 13-15 Cl O) |
8.73%
Jun 2018 – Jun 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart