Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCAHX (Age-Based Option: Age 16-18 Cl A) | NA | 7.74% | 6.16% | 5.10% | 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 |
|---|---|---|
| SCAHX (Age-Based Option: Age 16-18 Cl A) | 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 | 7.74 | 6.16 | 5.10 | NA | NA | NA | … | … | 3.28 | 7.22 | 9.81 | -0.65 | 5.84 | 0.40 |
| Sharpe Ratio | NA | 2.26 | 1.11 | 1.04 | NA | NA | NA | … | … | 1.77 | 0.95 | 3.42 | -0.51 | 2.94 | 0.25 |
| Standard Deviation(%) | NA | 3.50 | 4.87 | 4.18 | NA | NA | NA | … | … | 3.34 | 7.34 | 2.45 | 3.91 | 1.78 | 2.55 |
| Draw Down(%) | NA | 2.26 | 10.05 | 10.05 | NA | NA | NA | … | … | 1.65 | 10.05 | 0.86 | 3.62 | 0.62 | 1.37 |
| 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 |
|---|---|---|---|---|
| SCAHX (Age-Based Option: Age 16-18 Cl A) |
2.45%
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 |
|---|---|---|---|---|
| SCAHX (Age-Based Option: Age 16-18 Cl A) |
6.49%
Jun 2018 – Jun 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart