Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCAMX (Age-Based Option: Age 16-18 Cl O) | NA | 7.49% | 5.82% | 4.74% | 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 |
|---|---|---|
| SCAMX (Age-Based Option: Age 16-18 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 | 7.49 | 5.82 | 4.74 | NA | NA | NA | … | … | 3.09 | 6.91 | 9.45 | -1.06 | 5.42 | 0.30 |
| Sharpe Ratio | NA | 2.16 | 1.03 | 0.96 | NA | NA | NA | … | … | 1.68 | 0.90 | 3.26 | -0.62 | 2.71 | 0.16 |
| Standard Deviation(%) | NA | 3.52 | 4.89 | 4.19 | NA | NA | NA | … | … | 3.33 | 7.38 | 2.46 | 3.85 | 1.78 | 2.52 |
| Draw Down(%) | NA | 2.31 | 10.08 | 10.08 | NA | NA | NA | … | … | 1.68 | 10.08 | 0.90 | 3.91 | 0.64 | 1.41 |
| 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 |
|---|---|---|---|---|
| SCAMX (Age-Based Option: Age 16-18 Cl O) |
2.06%
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 |
|---|---|---|---|---|
| SCAMX (Age-Based Option: Age 16-18 Cl O) |
6.09%
Jun 2018 – Jun 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart