Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCAKX (Age-Based Option: Age 16-18 Cl C) | NA | 7.29% | 5.64% | 4.58% | 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 |
|---|---|---|
| SCAKX (Age-Based Option: Age 16-18 Cl C) | 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 | 7.29 | 5.64 | 4.58 | NA | NA | NA | … | … | 3.00 | 6.71 | 9.31 | -1.23 | 5.30 | 0.19 |
| Sharpe Ratio | NA | 2.14 | 1.00 | 0.92 | NA | NA | NA | … | … | 1.65 | 0.88 | 3.26 | -0.65 | 2.67 | 0.07 |
| Standard Deviation(%) | NA | 3.48 | 4.87 | 4.18 | NA | NA | NA | … | … | 3.27 | 7.35 | 2.42 | 3.92 | 1.76 | 2.52 |
| Draw Down(%) | NA | 2.32 | 10.10 | 10.10 | NA | NA | NA | … | … | 1.66 | 10.10 | 0.89 | 4.09 | 0.66 | 1.47 |
| 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 |
|---|---|---|---|---|
| SCAKX (Age-Based Option: Age 16-18 Cl C) |
1.90%
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 |
|---|---|---|---|---|
| SCAKX (Age-Based Option: Age 16-18 Cl C) |
5.95%
Jun 2018 – Jun 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart