Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SCANX (Age-Based Option Age 19 and Up Class A) NA 1.81% 2.80% 1.89% NA NA NA
Data as of 07/26/2021, Common starting date is 07/26/2016
More Performance Analytics Comparison
Name Start Date End Date
SCANX (Age-Based Option Age 19 and Up Class A) 07/26/2016 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 1.81 2.80 1.89 NA NA NA 0.46 3.40 4.08 0.28 1.65 -0.36
Sharpe Ratio NA 1.60 1.41 0.85 NA NA NA 0.70 1.69 2.05 -0.91 0.95 -0.76
Standard Deviation(%) NA 1.11 1.45 1.36 NA NA NA 1.15 1.86 1.29 1.16 1.08 1.39
Draw Down(%) NA 0.79 3.26 3.26 NA NA NA 0.79 3.26 0.61 0.77 0.57 1.28
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 07/26/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SCANX (Age-Based Option Age 19 and Up Class A) 1.56%
Sep 2016 – Sep 2019
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
SCANX (Age-Based Option Age 19 and Up Class A) 2.69%
Jun 2018 – Jun 2021
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return